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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.060 | 2.060 | 0.000 |
Stocks | 97.930 | 97.930 | 0.000 |
Bonds | 0.010 | 0.220 | 0.210 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.821 | 17.782 |
Price to Book | 3.178 | 2.856 |
Price to Sales | 2.099 | 2.026 |
Price to Cash Flow | 11.911 | 11.657 |
Dividend Yield | 1.964 | 2.105 |
5 Years Earnings Growth | 11.942 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.410 | 22.061 |
Financial Services | 15.160 | 15.464 |
Consumer Cyclical | 11.890 | 10.670 |
Healthcare | 11.050 | 14.310 |
Industrials | 8.820 | 12.104 |
Communication Services | 8.650 | 7.260 |
Consumer Defensive | 8.340 | 8.416 |
Energy | 5.190 | 4.026 |
Utilities | 2.650 | 2.559 |
Basic Materials | 2.210 | 4.379 |
Real Estate | 0.640 | 2.805 |
Number of long holdings: 129
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.70 | 430.52 | +0.35% | |
Apple | US0378331005 | 4.59 | 191.57 | -0.40% | |
NVIDIA | US67066G1040 | 3.14 | 950.78 | -0.32% | |
Amazon.com | US0231351067 | 3.10 | 183.77 | +0.34% | |
Alphabet A | US02079K3059 | 2.47 | 175.61 | -1.26% | |
Meta Platforms | US30303M1027 | 1.75 | 471.18 | +1.41% | |
Broadcom | US11135F1012 | 1.56 | 1,400.55 | +0.10% | |
Home Depot | US4370761029 | 1.37 | 332.29 | -1.15% | |
Procter&Gamble | US7427181091 | 1.35 | 167.88 | -0.28% | |
UnitedHealth | US91324P1021 | 1.32 | 523.20 | -0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPA2 | 3.79B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.79B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.79B | 2.82 | 1.99 | 3.59 | ||
Julius Baer Institutional BVG LPP F | 3.79B | 2.77 | 1.71 | 3.31 | ||
Aktien USA Passiv CHF E3 | 1.96B | 15.02 | 6.53 | 11.63 |
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