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
$33.7B
AUM Growth
+$2.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
644
New
Increased
Reduced
Closed

Top Buys

1 +$177M
2 +$141M
3 +$133M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$109M
5
COST icon
Costco
COST
+$101M

Top Sells

1 +$196M
2 +$164M
3 +$141M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$126M
5
NDAQ icon
Nasdaq
NDAQ
+$118M

Sector Composition

1 Technology 30.47%
2 Financials 15.66%
3 Communication Services 12.35%
4 Healthcare 10.67%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PDD icon
526
Pinduoduo
PDD
$162B
$70.4K ﹤0.01%
+672
PAAS icon
527
Pan American Silver
PAAS
$22B
$70.3K ﹤0.01%
1,819
-663
AVB icon
528
AvalonBay Communities
AVB
$25.9B
$69.2K ﹤0.01%
340
ADM icon
529
Archer Daniels Midland
ADM
$27.8B
$63.4K ﹤0.01%
1,202
+3
OMC icon
530
Omnicom Group
OMC
$25.2B
$63K ﹤0.01%
876
-3
GNTX icon
531
Gentex
GNTX
$5.14B
$62.7K ﹤0.01%
2,852
CSIQ icon
532
Canadian Solar
CSIQ
$1.63B
$62K ﹤0.01%
5,650
APD icon
533
Air Products & Chemicals
APD
$55.1B
$60.4K ﹤0.01%
214
NOK icon
534
Nokia
NOK
$36.5B
$59.7K ﹤0.01%
11,530
TMUS icon
535
T-Mobile US
TMUS
$225B
$58.9K ﹤0.01%
247
-1
CPT icon
536
Camden Property Trust
CPT
$11.6B
$58.1K ﹤0.01%
516
AKAM icon
537
Akamai
AKAM
$12.7B
$54.8K ﹤0.01%
687
YELP icon
538
Yelp
YELP
$1.87B
$54.6K ﹤0.01%
1,593
ARE icon
539
Alexandria Real Estate Equities
ARE
$8.4B
$54.5K ﹤0.01%
750
MKTX icon
540
MarketAxess Holdings
MKTX
$6.8B
$53.6K ﹤0.01%
240
-10
LYFT icon
541
Lyft
LYFT
$7.65B
$51.9K ﹤0.01%
3,295
IEV icon
542
iShares Europe ETF
IEV
$1.65B
$51.8K ﹤0.01%
819
SHY icon
543
iShares 1-3 Year Treasury Bond ETF
SHY
$23.6B
$51K ﹤0.01%
615
-6,091
HOG icon
544
Harley-Davidson
HOG
$2.48B
$50.5K ﹤0.01%
2,141
-6
SONY icon
545
Sony
SONY
$154B
$50.1K ﹤0.01%
1,925
HOLX icon
546
Hologic
HOLX
$16.6B
$49.9K ﹤0.01%
766
HCA icon
547
HCA Healthcare
HCA
$109B
$49.6K ﹤0.01%
129
-1
LBTYK icon
548
Liberty Global Class C
LBTYK
$3.7B
$49.6K ﹤0.01%
4,810
-13
MTCH icon
549
Match Group
MTCH
$7.68B
$46.4K ﹤0.01%
1,502
+4
PKX icon
550
POSCO
PKX
$16.4B
$46.1K ﹤0.01%
950