Bank Julius Baer & Co

Bank Julius Baer & Co Portfolio holdings

AUM $35.5B
1-Year Est. Return 21.86%
This Quarter Est. Return
1 Year Est. Return
+21.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$18.7B
AUM Growth
+$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$89.2M
3
+$80.3M
4
CME icon
CME Group
CME
+$73.7M
5
UNH icon
UnitedHealth
UNH
+$46.5M

Top Sells

1
+$76.7M
2
+$54.7M
3
+$43.5M
4
EA icon
Electronic Arts
EA
+$40.5M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$32.9M

Sector Composition

1 Technology 26.31%
2 Healthcare 15.2%
3 Financials 12.74%
4 Communication Services 8.48%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.98M 0.01%
8,442
+4,829
277
$1.94M 0.01%
16,966
+2,761
278
$1.93M 0.01%
5,050
+3,075
279
$1.92M 0.01%
21,195
-4,041
280
$1.9M 0.01%
48,706
+10,825
281
$1.89M 0.01%
10,565
-2,645
282
$1.82M 0.01%
30,624
-32,355
283
$1.82M 0.01%
19,533
+7,091
284
$1.81M 0.01%
68,877
-1,151
285
$1.8M 0.01%
4
286
$1.8M 0.01%
16,781
-40,091
287
$1.78M 0.01%
14,656
-203
288
$1.77M 0.01%
41,525
+29,075
289
$1.77M 0.01%
48,776
+32,880
290
$1.74M 0.01%
26,158
-5,226
291
$1.72M 0.01%
22,500
-600
292
$1.69M 0.01%
27,970
-6,660
293
$1.66M 0.01%
+12,163
294
$1.63M 0.01%
7,315
+819
295
$1.63M 0.01%
5,560
+679
296
$1.6M 0.01%
9,698
+9,128
297
$1.6M 0.01%
+13,524
298
$1.54M 0.01%
17,205
-992
299
$1.53M 0.01%
6,824
-12,284
300
$1.5M 0.01%
6,357
+736
10 11
12
13 14