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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.570 | 0.570 | 0.000 |
Shares | 99.430 | 99.430 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.996 | 20.319 |
Price to Book | 4.136 | 3.908 |
Price to Sales | 2.766 | 2.701 |
Price to Cash Flow | 14.115 | 13.766 |
Dividend Yield | 1.492 | 1.577 |
5 Years Earnings Growth | 10.322 | 10.591 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.980 | 28.967 |
Financial Services | 13.810 | 15.026 |
Healthcare | 11.250 | 12.514 |
Consumer Cyclical | 10.470 | 10.383 |
Communication Services | 9.310 | 8.840 |
Industrials | 7.690 | 8.926 |
Consumer Defensive | 5.910 | 5.790 |
Energy | 3.690 | 3.569 |
Utilities | 2.610 | 2.682 |
Real Estate | 2.370 | 2.291 |
Basic Materials | 1.910 | 2.720 |
Number of long holdings: 568
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.74 | 203.92 | +1.64% | |
NVIDIA | US67066G1040 | 5.36 | 141.72 | +1.24% | |
Microsoft | US5949181045 | 5.35 | 470.38 | +0.58% | |
Amazon.com | US0231351067 | 3.64 | 213.57 | +2.72% | |
Meta Platforms | US30303M1027 | 2.54 | 697.71 | +1.91% | |
Alphabet A | US02079K3059 | 1.82 | 173.68 | +3.25% | |
Alphabet C | US02079K1079 | 1.57 | 174.92 | +3.01% | |
Tesla | US88160R1014 | 1.51 | 295.14 | +3.67% | |
Broadcom | US11135F1012 | 1.51 | 246.93 | -5.00% | |
Berkshire Hathaway B | US0846707026 | 1.43 | 493.53 | +0.98% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPb1 | 3.9B | -1.35 | 1.78 | 3.14 | ||
Julius Baer Institutional BVG LPPB2 | 3.9B | -1.32 | 1.96 | 3.32 | ||
Julius Baer Institutional BVG LPP F | 3.9B | -1.41 | 1.67 | 3.04 | ||
Aktien USA Passiv CHF E3 | 2.27B | -8.49 | 7.94 | 10.14 | ||
Aktien USA Passiv CHF D3 | 2.27B | -8.38 | 8.26 | 10.44 |
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