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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.590 | 0.590 | 0.000 |
Shares | 99.410 | 99.410 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.932 | 19.964 |
Price to Book | 4.128 | 3.692 |
Price to Sales | 2.682 | 2.453 |
Price to Cash Flow | 15.131 | 13.629 |
Dividend Yield | 1.414 | 1.593 |
5 Years Earnings Growth | 11.906 | 11.665 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.690 | 28.042 |
Financial Services | 12.440 | 14.036 |
Healthcare | 12.270 | 13.512 |
Consumer Cyclical | 10.480 | 10.605 |
Communication Services | 8.990 | 8.602 |
Industrials | 8.600 | 8.919 |
Consumer Defensive | 5.810 | 5.937 |
Energy | 3.990 | 4.205 |
Real Estate | 2.330 | 2.399 |
Basic Materials | 2.220 | 3.009 |
Utilities | 2.170 | 2.446 |
Number of long holdings: 602
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.37 | - | - | |
Apple Inc | - | 5.40 | - | - | |
NVIDIA Corp | - | 4.79 | - | - | |
Amazon.com Inc | - | 3.60 | - | - | |
Meta Platforms Inc Class A | - | 2.31 | - | - | |
Alphabet Inc Class A | - | 1.92 | - | - | |
Alphabet Inc Class C | - | 1.68 | - | - | |
Eli Lilly and Co | - | 1.35 | - | - | |
Broadcom Inc | - | 1.26 | - | - | |
JPMorgan Chase & Co | - | 1.24 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPA2 | 3.76B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.76B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.76B | 2.82 | 1.99 | 3.59 | ||
Julius Baer Institutional BVG LPP F | 3.76B | 2.77 | 1.71 | 3.31 | ||
Aktien USA Passiv CHF E3 | 1.92B | 15.02 | 6.53 | 11.63 |
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