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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.020 | 100.020 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.174 | 17.759 |
Price to Book | 2.680 | 3.184 |
Price to Sales | 1.223 | 1.970 |
Price to Cash Flow | 11.162 | 13.276 |
Dividend Yield | 3.174 | 2.931 |
5 Years Earnings Growth | 8.218 | 7.677 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.830 | 15.898 |
Financial Services | 19.920 | 20.078 |
Healthcare | 18.450 | 29.865 |
Basic Materials | 10.720 | 8.059 |
Consumer Defensive | 7.660 | 14.487 |
Technology | 6.380 | 4.143 |
Consumer Cyclical | 6.320 | 5.545 |
Real Estate | 4.110 | 2.118 |
Communication Services | 3.270 | 2.661 |
Utilities | 1.340 | 1.078 |
Number of long holdings: 77
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Logitech | CH0025751329 | 3.86 | 88.68 | -0.47% | |
Swiss Re | CH0126881561 | 3.35 | 114.70 | +2.27% | |
Roche Holding Participation | CH0012032048 | 3.31 | 231.00 | +1.18% | |
Givaudan | CH0010645932 | 3.29 | 4,233.00 | +0.69% | |
Swisscom | CH0008742519 | 3.27 | 498.80 | +1.71% | |
Zurich Insurance Group | CH0011075394 | 3.24 | 473.40 | +0.90% | |
Nestle | CH0038863350 | 3.03 | 95.56 | +1.51% | |
UBS Group | CH0244767585 | 2.77 | 28.45 | +1.21% | |
Novartis | CH0012005267 | 2.77 | 92.96 | +1.90% | |
SGS | CH1256740924 | 2.58 | 84.00 | +0.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPb1 | 3.75B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.75B | 2.82 | 1.99 | 3.59 | ||
Julius Baer Institutional BVG LPP F | 3.75B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPA2 | 3.75B | 0.94 | 1.26 | 3.17 | ||
Aktien USA Passiv CHF E3 | 1.92B | 15.02 | 6.53 | 11.63 |
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