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
$4.32B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
636
New
Increased
Reduced
Closed

Top Buys

1 +$320M
2 +$274M
3 +$204M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$194M
5
ADBE icon
Adobe
ADBE
+$142M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.8%
2 Healthcare 18.09%
3 Consumer Discretionary 8.67%
4 Financials 8.55%
5 Communication Services 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$1K ﹤0.01%
+362
627
$1K ﹤0.01%
+36
628
$1K ﹤0.01%
+605
629
$1K ﹤0.01%
+114
630
$1K ﹤0.01%
+718
631
$1K ﹤0.01%
+28
632
$1K ﹤0.01%
+149
633
$1K ﹤0.01%
+1
634
$1K ﹤0.01%
+100
635
$1K ﹤0.01%
+214
636
$1K ﹤0.01%
+438