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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.770 | 0.770 | 0.000 |
Shares | 99.230 | 99.230 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.019 | 20.318 |
Price to Book | 4.148 | 3.912 |
Price to Sales | 3.337 | 2.704 |
Price to Cash Flow | 15.198 | 13.805 |
Dividend Yield | 1.449 | 1.580 |
5 Years Earnings Growth | 10.526 | 10.597 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.750 | 28.950 |
Financial Services | 15.400 | 15.057 |
Healthcare | 13.430 | 12.536 |
Communication Services | 10.350 | 8.834 |
Consumer Cyclical | 9.630 | 10.397 |
Industrials | 8.340 | 8.857 |
Consumer Defensive | 4.610 | 5.795 |
Energy | 4.000 | 3.585 |
Basic Materials | 2.080 | 2.718 |
Real Estate | 0.920 | 2.287 |
Utilities | 0.500 | 2.695 |
Number of long holdings: 183
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.21 | 200.85 | +0.45% | |
NVIDIA | US67066G1040 | 6.54 | 135.13 | -2.92% | |
Microsoft | US5949181045 | 6.06 | 460.36 | +0.37% | |
Amazon.com | US0231351067 | 4.39 | 205.01 | -0.34% | |
Meta Platforms | US30303M1027 | 3.86 | 647.49 | +0.38% | |
Alphabet A | US02079K3059 | 2.80 | 171.74 | -0.07% | |
JPMorgan | US46625H1005 | 1.80 | 264.00 | -0.14% | |
Eli Lilly | US5324571083 | 1.63 | 737.67 | +2.09% | |
Salesforce Inc | US79466L3024 | 1.61 | 265.37 | -0.58% | |
Home Depot | US4370761029 | 1.61 | 368.29 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.88B | -1.41 | 1.67 | 3.04 | ||
Julius Baer Institutional BVG LPPb1 | 3.88B | -1.35 | 1.78 | 3.14 | ||
Julius Baer Institutional BVG LPPB2 | 3.88B | -1.32 | 1.96 | 3.32 | ||
Aktien USA Passiv CHF D3 | 2.26B | -14.04 | 5.43 | 9.95 | ||
Aktien USA Passiv CHF E3 | 2.26B | -14.13 | 5.12 | 9.65 |
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