Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.530 | 0.530 | 0.000 |
| Shares | 99.460 | 99.460 | 0.000 |
| Other | 0.010 | 0.010 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 15.306 | 18.603 |
| Price to Book | 2.052 | 3.102 |
| Price to Sales | 1.489 | 2.330 |
| Price to Cash Flow | 7.522 | 12.288 |
| Dividend Yield | 2.586 | 1.999 |
| 5 Years Earnings Growth | 9.897 | 9.717 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 17.700 | 16.811 |
| Technology | 17.520 | 24.751 |
| Healthcare | 12.110 | 11.995 |
| Consumer Cyclical | 12.000 | 10.332 |
| Industrials | 11.470 | 12.135 |
| Consumer Defensive | 8.230 | 7.013 |
| Energy | 6.280 | 3.275 |
| Basic Materials | 4.450 | 4.002 |
| Communication Services | 3.770 | 8.327 |
| Utilities | 3.440 | 2.488 |
| Real Estate | 3.030 | 2.762 |
Number of long holdings: 1,571
Number of short holdings: 30
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Apple Inc | - | 2.16 | - | - | |
| Microsoft Corp | - | 2.12 | - | - | |
| Amazon.com Inc | - | 1.77 | - | - | |
| Facebook Inc A | - | 1.01 | - | - | |
| Johnson & Johnson | - | 0.96 | - | - | |
| JPMorgan Chase & Co | - | 0.91 | - | - | |
| Alphabet Inc Class C | - | 0.90 | - | - | |
| Alphabet Inc A | - | 0.89 | - | - | |
| Exxon Mobil Corp | - | 0.87 | - | - | |
| Bank of America Corporation | - | 0.72 | - | - |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Julius Baer Institutional BVG LPP F | 3.98B | 1.91 | 4.30 | 3.79 | ||
| Julius Baer Institutional BVG LPPB2 | 3.98B | 1.59 | 3.90 | 3.75 | ||
| Julius Baer Institutional BVG LPPb1 | 3.98B | 1.65 | 3.77 | 3.59 | ||
| Aktien USA Passiv CHF E3 | 2.55B | 3.07 | 13.01 | 11.12 | ||
| Aktien USA Passiv CHF D3 | 2.55B | 3.32 | 13.35 | 11.43 |
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