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
651
$54K ﹤0.01%
1,814
-3,011
652
$53K ﹤0.01%
2,640
653
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116
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$52K ﹤0.01%
1,625
-4,000
655
$52K ﹤0.01%
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656
$51K ﹤0.01%
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657
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30
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$50K ﹤0.01%
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660
$48K ﹤0.01%
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422
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669
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670
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301
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$41K ﹤0.01%
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673
$41K ﹤0.01%
528
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$41K ﹤0.01%
2,739
+113
675
$40K ﹤0.01%
+180
25 26
27
28 29