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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.780 | 5.780 | 0.000 |
Stocks | 94.220 | 94.220 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.805 | 20.651 |
Price to Book | 2.384 | 3.154 |
Price to Sales | 1.004 | 1.606 |
Price to Cash Flow | 10.901 | 15.668 |
Dividend Yield | 2.935 | 2.313 |
5 Years Earnings Growth | 8.718 | 11.107 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.660 | 14.261 |
Industrials | 22.310 | 33.233 |
Healthcare | 16.020 | 19.386 |
Consumer Defensive | 12.510 | 9.228 |
Technology | 11.530 | 11.323 |
Consumer Cyclical | 6.940 | 4.825 |
Basic Materials | 5.090 | 5.192 |
Utilities | 2.950 | 2.080 |
Number of long holdings: 40
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lindt & Spruengli Part | CH0010570767 | 8.79 | 10,220.0 | +0.89% | |
Julius Baer | CH0102484968 | 6.13 | 59.80 | +1.15% | |
Schindler Ps | CH0024638196 | 4.68 | 249.60 | -1.19% | |
Valiant | CH0014786500 | 4.29 | 107.60 | +0.37% | |
SGS | CH1256740924 | 4.29 | 92.36 | +0.17% | |
Straumann Holding AG | CH1175448666 | 4.25 | 116.60 | +1.44% | |
SIG Group | CH0435377954 | 3.79 | 18.21 | +0.33% | |
Roche Holding Participation | CH0012032048 | 3.33 | 264.40 | +2.68% | |
Baloise Holding | CH0012410517 | 3.20 | 166.70 | -0.36% | |
Swissquote Group Holding SA | CH0010675863 | 3.08 | 359.20 | -0.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.88B | 7.92 | 0.91 | 3.26 | ||
Julius Baer Institutional BVG LPPb1 | 3.88B | 8.02 | 1.00 | 3.36 | ||
Julius Baer Institutional BVG LPPB2 | 3.88B | 8.21 | 1.19 | 3.54 | ||
Aktien USA Passiv CHF A1 | 2.19B | 34.14 | 8.97 | 12.11 | ||
Aktien USA Passiv CHF D3 | 2.19B | 33.58 | 8.42 | 11.47 |
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