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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.770 | 5.230 | 1.460 |
Stocks | 40.280 | 40.280 | 0.000 |
Bonds | 28.060 | 28.180 | 0.120 |
Convertible | 1.040 | 1.040 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 26.820 | 26.820 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.041 | 17.532 |
Price to Book | 2.756 | 2.835 |
Price to Sales | 1.778 | 1.982 |
Price to Cash Flow | 10.053 | 11.434 |
Dividend Yield | 2.582 | 2.489 |
5 Years Earnings Growth | 9.013 | 9.548 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 21.800 | 19.635 |
Technology | 19.750 | 16.145 |
Financial Services | 15.310 | 16.898 |
Industrials | 9.730 | 10.855 |
Consumer Defensive | 9.720 | 11.822 |
Consumer Cyclical | 7.270 | 8.363 |
Communication Services | 6.180 | 5.197 |
Basic Materials | 5.820 | 5.628 |
Energy | 3.070 | 2.601 |
Real Estate | 1.160 | 3.077 |
Utilities | 0.200 | 1.651 |
Number of long holdings: 1,424
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Assetimmo W | CH0010493457 | 3.08 | - | - | |
Nestle | CH0038863350 | 1.63 | 91.72 | -0.46% | |
Assetimmo G | CH0010493499 | 1.51 | - | - | |
Roche Holding Participation | CH0012032048 | 1.45 | 249.60 | -0.32% | |
Novartis | CH0012005267 | 1.41 | 96.17 | +0.75% | |
Julius Baer Swiss Sustainable Companies Fund CHF D | CH0112637647 | 1.39 | 380.590 | +0.47% | |
Crown Global Opportunities | - | 1.38 | - | - | |
Inst Schweizer Wohnbauhyp T | CH0328901761 | 1.15 | - | - | |
UBS CH Property Swiss Mixed Sima | CH0014420878 | 1.10 | 132.50 | +1.15% | |
Microsoft | US5949181045 | 0.89 | 446.95 | -1.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPA2 | 3.8B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.8B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.8B | 2.82 | 1.99 | 3.59 | ||
Aktien USA Passiv CHF A1 | 2B | 18.83 | 8.78 | 12.47 | ||
Aktien USA Passiv CHF D3 | 2B | 18.60 | 8.23 | 11.82 |
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