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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.140 | 1.140 | 0.000 |
Stocks | 98.790 | 98.790 | 0.000 |
Bonds | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.967 | 20.760 |
Price to Book | 4.089 | 3.835 |
Price to Sales | 2.840 | 2.585 |
Price to Cash Flow | 14.528 | 14.057 |
Dividend Yield | 1.309 | 1.586 |
5 Years Earnings Growth | 13.845 | 11.958 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.220 | 28.129 |
Financial Services | 14.010 | 16.742 |
Consumer Cyclical | 11.910 | 9.936 |
Communication Services | 10.230 | 8.146 |
Healthcare | 8.710 | 13.168 |
Industrials | 8.380 | 8.563 |
Energy | 4.690 | 3.655 |
Consumer Defensive | 4.070 | 5.695 |
Basic Materials | 2.690 | 2.814 |
Real Estate | 0.990 | 2.413 |
Utilities | 0.090 | 2.333 |
Number of long holdings: 168
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.07 | 416.06 | -0.12% | |
NVIDIA | US67066G1040 | 6.92 | 124.92 | +1.68% | |
Apple | US0378331005 | 6.64 | 226.80 | +0.50% | |
Amazon.com | US0231351067 | 4.05 | 186.51 | +2.50% | |
Alphabet A | US02079K3059 | 3.73 | 167.06 | +0.72% | |
Meta Platforms | US30303M1027 | 2.76 | 595.94 | +2.26% | |
Home Depot | US4370761029 | 2.27 | 408.36 | -0.78% | |
Freeport-McMoran | US35671D8570 | 1.78 | 50.55 | +1.57% | |
American Express | US0258161092 | 1.76 | 275.97 | +3.02% | |
Alphabet C | US02079K1079 | 1.75 | 168.56 | +0.81% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.85B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPb1 | 3.85B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.85B | 2.82 | 1.99 | 3.59 | ||
Aktien USA Passiv CHF A1 | 1.98B | 19.94 | 5.64 | 11.79 | ||
Aktien USA Passiv CHF D3 | 1.98B | 19.57 | 5.11 | 11.15 |
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