Bank Julius Baer & Co

Bank Julius Baer & Co Portfolio holdings

AUM $33.7B
1-Year Est. Return 19.51%
This Quarter Est. Return
1 Year Est. Return
+19.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.4B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
654
New
Increased
Reduced
Closed

Top Buys

1 +$536M
2 +$309M
3 +$154M
4
ETN icon
Eaton
ETN
+$154M
5
ACN icon
Accenture
ACN
+$152M

Top Sells

1 +$366M
2 +$188M
3 +$132M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$104M
5
MCHP icon
Microchip Technology
MCHP
+$63.7M

Sector Composition

1 Technology 29.96%
2 Financials 13.95%
3 Healthcare 13.04%
4 Communication Services 11.81%
5 Industrials 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
-2,218
652
-368
653
0
654
-633