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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.630 | 0.630 | 0.000 |
Stocks | 99.240 | 99.240 | 0.000 |
Convertible | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.539 | 21.057 |
Price to Book | 4.489 | 4.086 |
Price to Sales | 2.980 | 2.822 |
Price to Cash Flow | 16.308 | 14.821 |
Dividend Yield | 1.363 | 1.525 |
5 Years Earnings Growth | 10.788 | 10.657 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.490 | 29.559 |
Financial Services | 13.190 | 14.588 |
Consumer Cyclical | 11.010 | 10.949 |
Healthcare | 10.570 | 12.291 |
Communication Services | 8.910 | 9.026 |
Industrials | 7.960 | 8.665 |
Consumer Defensive | 5.540 | 5.549 |
Energy | 3.470 | 3.502 |
Utilities | 2.550 | 2.582 |
Real Estate | 2.320 | 2.226 |
Basic Materials | 1.980 | 2.705 |
Number of long holdings: 582
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.71 | 209.68 | -3.36% | |
NVIDIA | US67066G1040 | 6.30 | 115.58 | -0.14% | |
Microsoft | US5949181045 | 5.56 | 378.77 | -1.17% | |
Amazon.com | US0231351067 | 3.65 | 193.89 | -2.51% | |
Meta Platforms | US30303M1027 | 2.33 | 590.64 | -4.67% | |
Tesla | US88160R1014 | 1.84 | 240.68 | -2.99% | |
Alphabet A | US02079K3059 | 1.84 | 162.76 | -2.60% | |
Alphabet C | US02079K1079 | 1.59 | 164.73 | -2.53% | |
Broadcom | US11135F1012 | 1.34 | 191.36 | -1.48% | |
JPMorgan | US46625H1005 | 1.32 | 225.19 | -1.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.88B | 1.88 | 1.66 | 3.76 | ||
Julius Baer Institutional BVG LPPb1 | 3.88B | 7.67 | 0.30 | 3.34 | ||
Julius Baer Institutional BVG LPPB2 | 3.88B | 7.88 | 0.48 | 3.52 | ||
Aktien USA Passiv CHF D3 | 1.98B | -1.03 | 10.31 | 11.30 | ||
Aktien USA Passiv CHF E3 | 1.98B | -1.08 | 9.98 | 11.00 |
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