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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.480 | 0.510 | 0.030 |
Shares | 99.520 | 99.520 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.674 | 21.622 |
Price to Book | 4.505 | 4.124 |
Price to Sales | 3.081 | 2.875 |
Price to Cash Flow | 15.256 | 14.281 |
Dividend Yield | 1.367 | 1.525 |
5 Years Earnings Growth | 9.456 | 10.131 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.120 | 30.413 |
Financial Services | 13.360 | 14.973 |
Consumer Cyclical | 10.710 | 10.552 |
Communication Services | 10.010 | 9.143 |
Healthcare | 9.360 | 11.462 |
Industrials | 7.940 | 9.033 |
Consumer Defensive | 5.370 | 5.368 |
Energy | 2.990 | 3.293 |
Utilities | 2.300 | 2.573 |
Real Estate | 2.110 | 2.213 |
Basic Materials | 1.750 | 2.616 |
Number of long holdings: 540
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.06 | 182.70 | +1.07% | |
Microsoft | US5949181045 | 6.43 | 522.04 | +0.23% | |
Apple | US0378331005 | 5.65 | 229.35 | +4.24% | |
Amazon.com | US0231351067 | 3.84 | 222.69 | -0.20% | |
Meta Platforms | US30303M1027 | 2.96 | 769.30 | +0.98% | |
Broadcom | US11135F1012 | 2.25 | 304.97 | +0.40% | |
Alphabet A | US02079K3059 | 1.89 | 201.42 | +2.49% | |
Tesla | US88160R1014 | 1.68 | 329.65 | +2.29% | |
Alphabet C | US02079K1079 | 1.61 | 202.09 | +2.44% | |
JPMorgan | US46625H1005 | 1.49 | 288.76 | +0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPb1 | 3.9B | 1.65 | 3.77 | 3.59 | ||
Julius Baer Institutional BVG LPPB2 | 3.9B | 1.59 | 3.90 | 3.75 | ||
Julius Baer Institutional BVG LPP F | 3.9B | 1.53 | 3.64 | 3.49 | ||
Aktien USA Passiv CHF A1 | 2.38B | -2.43 | 11.19 | 11.54 | ||
Aktien USA Passiv CHF D3 | 2.38B | -2.67 | 10.64 | 10.91 |
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