
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.390 | 0.390 | 0.000 |
Shares | 99.590 | 99.590 | 0.000 |
Bonds | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.425 | 20.887 |
Price to Book | 4.559 | 4.029 |
Price to Sales | 3.363 | 2.792 |
Price to Cash Flow | 16.186 | 14.528 |
Dividend Yield | 1.320 | 1.543 |
5 Years Earnings Growth | 12.042 | 10.944 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.980 | 29.231 |
Financial Services | 13.800 | 14.848 |
Consumer Cyclical | 10.780 | 10.698 |
Communication Services | 10.550 | 8.883 |
Healthcare | 8.830 | 12.490 |
Industrials | 8.190 | 8.701 |
Consumer Defensive | 4.530 | 5.670 |
Energy | 4.260 | 3.531 |
Basic Materials | 2.650 | 2.724 |
Real Estate | 0.800 | 2.267 |
Utilities | 0.630 | 2.611 |
Number of long holdings: 194
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.54 | 110.71 | -0.20% | |
Apple | US0378331005 | 7.17 | 202.52 | +2.21% | |
Microsoft | US5949181045 | 6.16 | 387.81 | -0.16% | |
Amazon.com | US0231351067 | 4.34 | 182.12 | -1.49% | |
Meta Platforms | US30303M1027 | 3.50 | 531.48 | -2.22% | |
Alphabet A | US02079K3059 | 2.71 | 159.07 | +1.23% | |
Marvell | US5738741041 | 2.15 | 52.26 | -2.12% | |
Home Depot | US4370761029 | 2.07 | 357.20 | +0.94% | |
Netflix | US64110L1061 | 1.91 | 931.28 | +1.41% | |
Oracle | US68389X1054 | 1.74 | 134.64 | +1.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.69B | 1.88 | 1.66 | 3.76 | ||
Julius Baer Institutional BVG LPPb1 | 3.69B | 7.67 | 0.30 | 3.34 | ||
Julius Baer Institutional BVG LPPB2 | 3.69B | 7.88 | 0.48 | 3.52 | ||
Aktien USA Passiv CHF E3 | 1.88B | -6.98 | 6.43 | 10.22 | ||
Aktien USA Passiv CHF A1 | 1.88B | -6.82 | 7.29 | 11.16 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review