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
$18.7B
AUM Growth
+$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
923
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$89.2M
3
+$80.3M
4
CME icon
CME Group
CME
+$73.7M
5
UNH icon
UnitedHealth
UNH
+$46.5M

Top Sells

1
+$76.7M
2
+$54.7M
3
+$43.5M
4
EA icon
Electronic Arts
EA
+$40.5M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$32.9M

Sector Composition

1 Technology 26.31%
2 Healthcare 15.2%
3 Financials 12.74%
4 Communication Services 8.48%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
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1,580
-8,460
627
$72K ﹤0.01%
322
628
$71K ﹤0.01%
1,175
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629
$70K ﹤0.01%
+3,022
630
$70K ﹤0.01%
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631
$70K ﹤0.01%
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633
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634
$64K ﹤0.01%
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635
$63K ﹤0.01%
402
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1,204
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637
$62K ﹤0.01%
190
638
$62K ﹤0.01%
+103
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$61K ﹤0.01%
3,393
640
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1,000
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641
$61K ﹤0.01%
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$61K ﹤0.01%
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$61K ﹤0.01%
1,075
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$60K ﹤0.01%
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646
$57K ﹤0.01%
1,028
+54
647
$56K ﹤0.01%
+504
648
$55K ﹤0.01%
1,499
+1,228
649
$55K ﹤0.01%
200
650
$54K ﹤0.01%
+1,785
24 25
26
27 28