Bank Julius Baer & Co

Bank Julius Baer & Co Portfolio holdings

AUM $33.7B
1-Year Est. Return 19.51%
This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$29.7B
AUM Growth
+$3.58B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
545
New
Increased
Reduced
Closed

Top Buys

1
+$741M
2
+$207M
3
+$170M
4
WMT icon
Walmart
WMT
+$161M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$110M

Top Sells

1
+$135M
2
+$107M
3
+$77.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$73.9M
5
MSFT icon
Microsoft
MSFT
+$73.7M

Sector Composition

1 Technology 30.67%
2 Healthcare 16.37%
3 Financials 13.36%
4 Communication Services 11.55%
5 Industrials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
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