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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.780 | 0.780 | 0.000 |
Stocks | 99.220 | 99.220 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.634 | 20.980 |
Price to Book | 4.477 | 4.054 |
Price to Sales | 2.978 | 2.800 |
Price to Cash Flow | 16.085 | 14.609 |
Dividend Yield | 1.383 | 1.538 |
5 Years Earnings Growth | 9.516 | 10.886 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.980 | 29.269 |
Financial Services | 13.280 | 14.784 |
Consumer Cyclical | 11.670 | 10.766 |
Healthcare | 10.490 | 12.432 |
Communication Services | 10.010 | 8.961 |
Industrials | 7.600 | 8.693 |
Consumer Defensive | 5.330 | 5.630 |
Energy | 3.230 | 3.526 |
Utilities | 2.410 | 2.589 |
Real Estate | 2.150 | 2.266 |
Basic Materials | 1.860 | 2.718 |
Number of long holdings: 582
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.64 | 217.90 | -2.66% | |
NVIDIA | US67066G1040 | 5.45 | 109.67 | -1.58% | |
Microsoft | US5949181045 | 5.43 | 378.80 | -3.02% | |
Amazon.com | US0231351067 | 4.16 | 192.72 | -4.29% | |
Meta Platforms | US30303M1027 | 2.79 | 576.74 | -4.29% | |
Alphabet A | US02079K3059 | 2.21 | 154.33 | -4.88% | |
Tesla | US88160R1014 | 2.15 | 263.55 | -3.51% | |
Alphabet C | US02079K1079 | 1.91 | 156.06 | -4.89% | |
Broadcom | US11135F1012 | 1.82 | 169.12 | -1.67% | |
JPMorgan | US46625H1005 | 1.41 | 242.85 | -2.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.89B | 1.88 | 1.66 | 3.76 | ||
Julius Baer Institutional BVG LPPB2 | 3.89B | 7.88 | 0.48 | 3.52 | ||
Julius Baer Institutional BVG LPPb1 | 3.89B | 7.67 | 0.30 | 3.34 | ||
Aktien USA Passiv CHF D3 | 2.04B | 0.88 | 11.02 | 11.52 | ||
Aktien USA Passiv CHF E3 | 2.04B | 0.83 | 10.69 | 11.22 |
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