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
651
$2K ﹤0.01%
367
+5
652
$2K ﹤0.01%
+11
653
$2K ﹤0.01%
+145
654
$2K ﹤0.01%
67
-5,583
655
$2K ﹤0.01%
+20
656
$2K ﹤0.01%
+27
657
$2K ﹤0.01%
+157
658
$2K ﹤0.01%
1
659
$1K ﹤0.01%
+21
660
$1K ﹤0.01%
36
661
$1K ﹤0.01%
+55
662
$1K ﹤0.01%
575
-30
663
$1K ﹤0.01%
+36
664
$1K ﹤0.01%
+12
665
$1K ﹤0.01%
+5
666
$1K ﹤0.01%
+21
667
$1K ﹤0.01%
+30
668
$1K ﹤0.01%
10
-2,971
669
$1K ﹤0.01%
+6
670
$1K ﹤0.01%
13
-1,195
671
$1K ﹤0.01%
+16
672
$1K ﹤0.01%
+32
673
$1K ﹤0.01%
+18
674
$1K ﹤0.01%
+18
675
$1K ﹤0.01%
+13
25 26
27
28 29