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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.460 | 0.460 | 0.000 |
Shares | 99.540 | 99.540 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.017 | 20.408 |
Price to Book | 4.261 | 3.903 |
Price to Sales | 2.834 | 2.638 |
Price to Cash Flow | 15.337 | 14.246 |
Dividend Yield | 1.430 | 1.571 |
5 Years Earnings Growth | 12.199 | 12.108 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.310 | 28.439 |
Financial Services | 12.530 | 16.666 |
Healthcare | 12.140 | 12.908 |
Consumer Cyclical | 9.950 | 10.055 |
Communication Services | 8.750 | 8.145 |
Industrials | 7.880 | 8.577 |
Consumer Defensive | 5.860 | 5.664 |
Energy | 3.590 | 3.450 |
Utilities | 2.450 | 2.376 |
Real Estate | 2.410 | 2.404 |
Basic Materials | 2.130 | 2.821 |
Number of long holdings: 584
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.71 | 224.23 | 0.00% | |
Microsoft | US5949181045 | 5.92 | 423.03 | +1.20% | |
NVIDIA | US67066G1040 | 5.90 | 148.29 | +2.09% | |
Amazon.com | US0231351067 | 3.36 | 208.91 | +1.00% | |
Meta Platforms | US30303M1027 | 2.30 | 584.82 | +0.28% | |
Alphabet A | US02079K3059 | 1.93 | 181.62 | +0.70% | |
Alphabet C | US02079K1079 | 1.68 | 183.32 | +0.74% | |
Eli Lilly | US5324571083 | 1.56 | 818.86 | -1.63% | |
Broadcom | US11135F1012 | 1.45 | 176.22 | -1.50% | |
JPMorgan | US46625H1005 | 1.30 | 239.56 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPb1 | 3.88B | 6.52 | 0.92 | 3.34 | ||
Julius Baer Institutional BVG LPPB2 | 3.88B | 6.67 | 1.10 | 3.52 | ||
Julius Baer Institutional BVG LPP F | 3.88B | 6.44 | 0.82 | 3.24 | ||
Aktien USA Passiv CHF A1 | 2.14B | 23.93 | 6.21 | 11.52 | ||
Aktien USA Passiv CHF D3 | 2.16B | 23.46 | 5.67 | 10.88 |
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