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Institutional Bvg/lpp Flexible Fund B2 (0P00001QJ4)

Switzerland

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154.330 -0.570 -0.37%

19/12 - Delayed Data. Currency in CHF

Type: Fund

Market: Switzerland

Issuer: GAM Investment Management (Switzerland) AG

ISIN: CH0020275001

Asset Class: Equity

Morningstar Rating:
Total Assets: 3.86B

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0P00001QJ4 Holdings

Comprehensive information about top holdings and Key Holding Information for the Julius Baer Institutional BVG/LPP Flexible B2 (0P00001QJ4) fund. Our Julius Baer Institutional BVG/LPP Flexible B2 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	3.770	5.230	1.460
Stocks	40.280	40.280	0.000
Bonds	28.060	28.180	0.120
Convertible	1.040	1.040	0.000
Preferred	0.030	0.030	0.000
Other	26.820	26.820	0.000

Style Box

Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.041	17.425
Price to Book	2.756	2.934
Price to Sales	1.778	2.082
Price to Cash Flow	10.053	12.160
Dividend Yield	2.582	2.450
5 Years Earnings Growth	9.013	12.080

Sector Allocation

Name	Net %	Category Average
Healthcare	21.800	19.787
Technology	19.750	17.470
Financial Services	15.310	17.112
Industrials	9.730	10.798
Consumer Defensive	9.720	10.684
Consumer Cyclical	7.270	8.500
Communication Services	6.180	5.107
Basic Materials	5.820	5.272
Energy	3.070	2.456
Real Estate	1.160	3.111
Utilities	0.200	1.741

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,424

Number of short holdings: 6

Name	ISIN	Weight %	Last	Change %
Assetimmo W	CH0010493457	3.08	-	-
Nestle	CH0038863350	1.63	74.08	+0.14%
Assetimmo G	CH0010493499	1.51	-	-
Roche Holding Participation	CH0012032048	1.45	251.20	+1.54%
Novartis	CH0012005267	1.41	87.73	+1.16%
Julius Baer Swiss Sustainable Companies Fund CHF D	CH0112637647	1.39	342.370	-2.11%
Crown Global Opportunities	-	1.38	-	-
Inst Schweizer Wohnbauhyp T	CH0328901761	1.15	-	-
UBS CH Property Swiss Mixed Sima	CH0014420878	1.10	153.00	0.00%
Microsoft	US5949181045	0.89	436.60	-0.10%

Top Equity Funds by GAM Investment Management (Switzerland) AG

Name	Total Assets	YTD%	3Y%	10Y%
Julius Baer Institutional BVG LPP F	3.86B	7.92	0.91	3.26
Julius Baer Institutional BVG LPPb1	3.86B	8.02	1.00	3.36
Aktien USA Passiv CHF D3	2.13B	33.58	8.42	11.47
Aktien USA Passiv CHF E3	2.13B	33.21	8.10	11.17
Aktien USA Passiv CHF A1	2.13B	34.14	8.97	12.11

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Julius Baer Insti.	154.330	-0.570	-0.37%