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
526
$33K ﹤0.01%
261
+4
527
$32K ﹤0.01%
940
+14
528
$32K ﹤0.01%
400
+4
529
$31K ﹤0.01%
1,101
-467
530
$30K ﹤0.01%
300
-4,248
531
$30K ﹤0.01%
669
+11
532
$30K ﹤0.01%
4,118
+1,237
533
$27K ﹤0.01%
9,920
+145
534
$26K ﹤0.01%
+274
535
$24K ﹤0.01%
607
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536
$24K ﹤0.01%
482
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537
$23K ﹤0.01%
+231
538
$21K ﹤0.01%
+60
539
$19K ﹤0.01%
550
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540
$18K ﹤0.01%
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541
$18K ﹤0.01%
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542
$17K ﹤0.01%
220
543
$16K ﹤0.01%
1,475
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544
$16K ﹤0.01%
436
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$14K ﹤0.01%
946
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546
$14K ﹤0.01%
200
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547
$13K ﹤0.01%
2,800
+44
548
$13K ﹤0.01%
260
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549
$13K ﹤0.01%
246
+143
550
$13K ﹤0.01%
452
-517
20 21
22
23 24