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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.010 | 100.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.297 | 18.180 |
Price to Book | 2.642 | 3.356 |
Price to Sales | 1.625 | 2.185 |
Price to Cash Flow | 13.002 | 13.496 |
Dividend Yield | 3.181 | 2.931 |
5 Years Earnings Growth | 7.195 | 8.993 |
Name | Net % | Category Average |
---|---|---|
Industrials | 23.210 | 15.941 |
Financial Services | 21.100 | 21.694 |
Healthcare | 17.920 | 30.675 |
Basic Materials | 9.320 | 8.185 |
Consumer Defensive | 8.350 | 12.657 |
Consumer Cyclical | 5.540 | 5.309 |
Technology | 5.400 | 3.472 |
Real Estate | 4.440 | 2.095 |
Communication Services | 3.620 | 2.816 |
Utilities | 1.110 | 1.265 |
Number of long holdings: 77
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Swisscom | CH0008742519 | 3.62 | 596.00 | +0.59% | |
Roche Holding Participation | CH0012032048 | 3.46 | 280.70 | -0.14% | |
Novartis | CH0012005267 | 3.38 | 104.56 | +0.40% | |
Lindt & Spruengli Part | CH0010570767 | 3.18 | 13,340.0 | +0.38% | |
Zurich Insurance Group | CH0011075394 | 3.16 | 560.40 | +0.86% | |
Swiss Re | CH0126881561 | 2.99 | 148.10 | +1.47% | |
Nestle | CH0038863350 | 2.78 | 82.57 | -1.64% | |
Schindler Ps | CH0024638196 | 2.70 | 299.80 | +0.60% | |
Swiss Life Holding | CH0014852781 | 2.68 | 855.00 | +0.07% | |
Givaudan | CH0010645932 | 2.66 | 3,585.00 | +0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.99B | 1.91 | 4.30 | 3.79 | ||
Julius Baer Institutional BVG LPPb1 | 3.99B | 1.65 | 3.77 | 3.59 | ||
Julius Baer Institutional BVG LPPB2 | 3.99B | 1.59 | 3.90 | 3.75 | ||
Aktien USA Passiv CHF D3 | 2.49B | 0.49 | 15.81 | 12.09 | ||
Aktien USA Passiv CHF A1 | 2.49B | 0.82 | 16.38 | 12.73 |
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