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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 | 17.752 |
Price to Book | 3.178 | 2.850 |
Price to Sales | 2.099 | 2.017 |
Price to Cash Flow | 11.911 | 11.625 |
Dividend Yield | 1.964 | 2.102 |
5 Years Earnings Growth | 11.942 | 10.934 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.410 | 22.040 |
Financial Services | 15.160 | 15.459 |
Consumer Cyclical | 11.890 | 10.686 |
Healthcare | 11.050 | 14.345 |
Industrials | 8.820 | 12.082 |
Communication Services | 8.650 | 7.248 |
Consumer Defensive | 8.340 | 8.440 |
Energy | 5.190 | 4.030 |
Utilities | 2.650 | 2.558 |
Basic Materials | 2.210 | 4.364 |
Real Estate | 0.640 | 2.817 |
Number of long holdings: 129
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.70 | 423.08 | +1.75% | |
Apple | US0378331005 | 4.59 | 189.72 | +1.22% | |
NVIDIA | US67066G1040 | 3.14 | 946.30 | +3.58% | |
Amazon.com | US0231351067 | 3.10 | 185.99 | -0.58% | |
Alphabet A | US02079K3059 | 2.47 | 172.51 | +1.27% | |
Meta Platforms | US30303M1027 | 1.75 | 481.54 | +2.05% | |
Broadcom | US11135F1012 | 1.56 | 1,436.17 | +4.07% | |
Home Depot | US4370761029 | 1.37 | 348.70 | +2.41% | |
Procter&Gamble | US7427181091 | 1.35 | 166.54 | +0.47% | |
UnitedHealth | US91324P1021 | 1.32 | 517.50 | +0.70% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.76B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.76B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.76B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.76B | 2.82 | 1.99 | 3.59 | ||
Aktien USA Passiv CHF A1 | 1.93B | 15.30 | 7.39 | 12.56 |
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