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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 | 17.709 |
Price to Book | 3.178 | 2.838 |
Price to Sales | 2.099 | 2.017 |
Price to Cash Flow | 11.911 | 11.633 |
Dividend Yield | 1.964 | 2.113 |
5 Years Earnings Growth | 11.942 | 10.946 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.410 | 21.949 |
Financial Services | 15.160 | 15.489 |
Consumer Cyclical | 11.890 | 10.649 |
Healthcare | 11.050 | 14.360 |
Industrials | 8.820 | 12.112 |
Communication Services | 8.650 | 7.271 |
Consumer Defensive | 8.340 | 8.437 |
Energy | 5.190 | 4.045 |
Utilities | 2.650 | 2.571 |
Basic Materials | 2.210 | 4.382 |
Real Estate | 0.640 | 2.806 |
Number of long holdings: 129
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.70 | 430.32 | +0.04% | |
Apple | US0378331005 | 4.59 | 189.99 | +0.01% | |
NVIDIA | US67066G1040 | 3.14 | 1,139.01 | +6.98% | |
Amazon.com | US0231351067 | 3.10 | 182.15 | +0.77% | |
Alphabet A | US02079K3059 | 2.47 | 176.40 | +0.81% | |
Meta Platforms | US30303M1027 | 1.75 | 479.92 | +0.36% | |
Broadcom | US11135F1012 | 1.56 | 1,412.45 | +0.33% | |
Home Depot | US4370761029 | 1.37 | 328.71 | +1.11% | |
P&G | US7427181091 | 1.35 | 163.10 | -1.35% | |
UnitedHealth | US91324P1021 | 1.32 | 503.61 | -0.90% |
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 | 1.98B | 15.02 | 6.53 | 11.63 |
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