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
626
$10K ﹤0.01%
2,407
-366
627
$9K ﹤0.01%
+404
628
$9K ﹤0.01%
421
629
$8K ﹤0.01%
295
630
$8K ﹤0.01%
+150
631
$7K ﹤0.01%
4,999
632
$6K ﹤0.01%
+135
633
$6K ﹤0.01%
850
634
$6K ﹤0.01%
+108
635
$5K ﹤0.01%
251
-3,900
636
$5K ﹤0.01%
+122
637
$5K ﹤0.01%
34
-1
638
$4K ﹤0.01%
8
+1
639
$4K ﹤0.01%
332
-64
640
$4K ﹤0.01%
190
-7,269
641
$3K ﹤0.01%
+81
642
$3K ﹤0.01%
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643
$3K ﹤0.01%
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$3K ﹤0.01%
140
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645
$3K ﹤0.01%
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646
$3K ﹤0.01%
223
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647
$3K ﹤0.01%
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648
$3K ﹤0.01%
171
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649
$3K ﹤0.01%
430
-8
650
$2K ﹤0.01%
+25
24 25
26
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