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
$14.6B
AUM Growth
+$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$74.4M
3
+$73.9M
4
UNH icon
UnitedHealth
UNH
+$72.9M
5
ADI icon
Analog Devices
ADI
+$68.5M

Top Sells

1
+$165M
2
+$61.5M
3
+$51.1M
4
CRM icon
Salesforce
CRM
+$47M
5
PYPL icon
PayPal
PYPL
+$45.9M

Sector Composition

1 Technology 22.89%
2 Healthcare 19.68%
3 Financials 13.23%
4 Consumer Discretionary 6.82%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$97K ﹤0.01%
1,399
+410
477
$96K ﹤0.01%
2,320
+1,448
478
$95K ﹤0.01%
+1,229
479
$94K ﹤0.01%
3,025
-229
480
$93K ﹤0.01%
1,110
-10
481
$93K ﹤0.01%
1,485
+23
482
$92K ﹤0.01%
7,277
-1,772
483
$90K ﹤0.01%
1,030
+179
484
$90K ﹤0.01%
7,260
-2,678
485
$87K ﹤0.01%
999
+12
486
$85K ﹤0.01%
2,658
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487
$84K ﹤0.01%
820
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488
$84K ﹤0.01%
+460
489
$81K ﹤0.01%
566
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490
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510
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$80K ﹤0.01%
537
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492
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235
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$74K ﹤0.01%
3,026
-9,067
494
$71K ﹤0.01%
3,585
+57
495
$71K ﹤0.01%
2,410
-17,323
496
$70K ﹤0.01%
1,580
-2,619
497
$70K ﹤0.01%
430
+7
498
$68K ﹤0.01%
1,494
-9,953
499
$67K ﹤0.01%
1,198
+17
500
$67K ﹤0.01%
1,620
+22
18 19
20
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