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
$15.8B
AUM Growth
+$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
894
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$77.8M
3
+$71.1M
4
AMZN icon
Amazon
AMZN
+$69.5M
5
NVDA icon
NVIDIA
NVDA
+$66.1M

Top Sells

1
+$98.7M
2
+$77.3M
3
+$44.5M
4
ECL icon
Ecolab
ECL
+$26.3M
5
HOLX icon
Hologic
HOLX
+$26.1M

Sector Composition

1 Technology 23.94%
2 Healthcare 15.67%
3 Financials 13.97%
4 Communication Services 9.01%
5 Consumer Discretionary 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$285K ﹤0.01%
9,982
-18
527
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4,623
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528
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$279K ﹤0.01%
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538
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541
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544
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$239K ﹤0.01%
4,492
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$238K ﹤0.01%
5,452
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547
$238K ﹤0.01%
2,201
+1
548
$234K ﹤0.01%
646
+11
549
$233K ﹤0.01%
2,342
-1,337
550
$228K ﹤0.01%
2,552
+2
20 21
22
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