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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.620 | 0.620 | 0.000 |
Stocks | 99.380 | 99.380 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.971 | 20.100 |
Price to Book | 3.762 | 3.718 |
Price to Sales | 2.764 | 2.477 |
Price to Cash Flow | 14.268 | 13.790 |
Dividend Yield | 1.371 | 1.576 |
5 Years Earnings Growth | 11.965 | 11.653 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.040 | 28.063 |
Financial Services | 14.400 | 14.057 |
Consumer Cyclical | 11.920 | 10.602 |
Communication Services | 9.000 | 8.566 |
Healthcare | 8.840 | 13.522 |
Industrials | 7.780 | 8.922 |
Consumer Defensive | 4.300 | 5.946 |
Energy | 3.220 | 4.163 |
Basic Materials | 3.130 | 3.049 |
Real Estate | 2.250 | 2.478 |
Utilities | 0.120 | 2.405 |
Number of long holdings: 184
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.21 | 189.87 | +0.02% | |
Microsoft | US5949181045 | 7.00 | 420.21 | -0.19% | |
NVIDIA | US67066G1040 | 4.50 | 924.79 | -1.99% | |
Amazon.com | US0231351067 | 3.78 | 184.70 | +0.58% | |
Alphabet A | US02079K3059 | 3.33 | 176.06 | +1.08% | |
Meta Platforms | US30303M1027 | 2.64 | 471.91 | -0.28% | |
Salesforce Inc | US79466L3024 | 2.30 | 285.43 | +0.26% | |
Home Depot | US4370761029 | 2.10 | 344.29 | +0.45% | |
Visa A | US92826C8394 | 1.81 | 280.11 | +0.10% | |
Marvell | US5738741041 | 1.76 | 71.92 | -1.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.79B | 2.77 | 1.71 | 3.31 | ||
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 | ||
Aktien USA Passiv CHF E3 | 1.96B | 15.02 | 6.53 | 11.63 |
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