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
351
$1.02M 0.01%
5,012
+561
352
$1.02M 0.01%
16,748
-181
353
$998K 0.01%
11,411
-59,932
354
$995K 0.01%
6,229
-977
355
$994K 0.01%
11,037
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356
$964K 0.01%
6,857
+4,486
357
$954K 0.01%
13,690
+405
358
$944K 0.01%
6,949
-780
359
$941K 0.01%
197,607
360
$940K 0.01%
+49,452
361
$904K ﹤0.01%
+214,666
362
$883K ﹤0.01%
10,284
-312
363
$880K ﹤0.01%
12,297
+4,912
364
$873K ﹤0.01%
4,900
+295
365
$873K ﹤0.01%
8,051
-7,812
366
$872K ﹤0.01%
+61,797
367
$867K ﹤0.01%
23,771
-6,879
368
$866K ﹤0.01%
+10,652
369
$854K ﹤0.01%
24,968
+2,394
370
$849K ﹤0.01%
4,740
-150
371
$849K ﹤0.01%
5,194
+6
372
$844K ﹤0.01%
+8,056
373
$834K ﹤0.01%
15,341
374
$833K ﹤0.01%
4,710
+252
375
$826K ﹤0.01%
10,503
-614
13 14
15
16 17