
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.430 | 0.430 | 0.000 |
Shares | 99.520 | 99.520 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.987 | 18.390 |
Price to Book | 2.959 | 3.026 |
Price to Sales | 2.125 | 2.250 |
Price to Cash Flow | 12.651 | 12.011 |
Dividend Yield | 1.981 | 2.062 |
5 Years Earnings Growth | 11.057 | 9.721 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.970 | 23.940 |
Financial Services | 14.830 | 17.019 |
Healthcare | 11.330 | 12.361 |
Industrials | 10.560 | 12.056 |
Consumer Cyclical | 10.130 | 10.485 |
Communication Services | 7.930 | 8.061 |
Consumer Defensive | 6.200 | 7.449 |
Energy | 4.630 | 3.355 |
Basic Materials | 3.580 | 3.953 |
Utilities | 2.680 | 2.526 |
Real Estate | 2.160 | 2.795 |
Number of long holdings: 1,378
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.59 | 503.02 | -0.06% | |
Apple | US0378331005 | 4.44 | 208.62 | -1.20% | |
NVIDIA | US67066G1040 | 4.31 | 164.07 | -0.52% | |
Amazon.com | US0231351067 | 2.61 | 225.69 | +0.30% | |
Meta Platforms | US30303M1027 | 1.63 | 720.92 | +0.48% | |
Alphabet A | US02079K3059 | 1.59 | 181.56 | +0.76% | |
Alphabet C | US02079K1079 | 1.42 | 182.81 | +0.83% | |
Eli Lilly | US5324571083 | 1.04 | 799.34 | +0.80% | |
JPMorgan | US46625H1005 | 0.92 | 288.70 | +0.64% | |
Broadcom | US11135F1012 | 0.92 | 275.60 | +0.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.9B | 0.60 | 2.76 | 3.31 | ||
Julius Baer Institutional BVG LPPb1 | 3.9B | -0.09 | 4.12 | 3.50 | ||
Julius Baer Institutional BVG LPPB2 | 3.9B | -0.16 | 4.25 | 3.67 | ||
Aktien USA Passiv CHF E3 | 2.31B | -7.01 | 11.79 | 10.64 | ||
Aktien USA Passiv CHF A1 | 2.31B | -6.67 | 12.69 | 11.57 |
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