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
601
– –
-771
602
– –
-1,624
603
– –
-455
604
– –
-536
605
– –
-487,787
606
– –
-841
607
– –
-21,160
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