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
$8.68B
AUM Growth
+$4.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
770
New
Increased
Reduced
Closed

Top Buys

1
+$580M
2
+$285M
3
+$281M
4
AAPL icon
Apple
AAPL
+$280M
5
META icon
Meta Platforms (Facebook)
META
+$273M

Top Sells

1
+$21.4B
2
+$13.8B
3
+$1.17B
4
BRSL
Brightstar Lottery PLC
BRSL
+$711M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$68.2M

Sector Composition

1 Technology 26.45%
2 Healthcare 15.07%
3 Financials 12.63%
4 Communication Services 9.45%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
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889
-405
552
$64K ﹤0.01%
1,345
+1
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$63K ﹤0.01%
5,600
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$61K ﹤0.01%
+136
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$61K ﹤0.01%
4,671
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556
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+1,000
557
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1,512
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1,060
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563
$53K ﹤0.01%
5,000
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564
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$48K ﹤0.01%
650
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572
$48K ﹤0.01%
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573
$46K ﹤0.01%
762
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574
$43K ﹤0.01%
2,640
+20
575
$43K ﹤0.01%
404
-7
21 22
23
24 25