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
701
$32K ﹤0.01%
355
702
$32K ﹤0.01%
+154
703
$32K ﹤0.01%
+47
704
$31K ﹤0.01%
200
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705
$30K ﹤0.01%
7,800
+1,300
706
$30K ﹤0.01%
131
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707
$30K ﹤0.01%
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$30K ﹤0.01%
1,000
-500
709
$29K ﹤0.01%
249
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710
$29K ﹤0.01%
500
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711
$29K ﹤0.01%
420
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712
$28K ﹤0.01%
50
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713
$28K ﹤0.01%
4,878
714
$28K ﹤0.01%
650
715
$27K ﹤0.01%
440
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716
$27K ﹤0.01%
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717
$27K ﹤0.01%
1,100
718
$27K ﹤0.01%
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719
$26K ﹤0.01%
195
720
$26K ﹤0.01%
296
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721
$26K ﹤0.01%
+1,080
722
$26K ﹤0.01%
+175
723
$26K ﹤0.01%
387
-95,732
724
$25K ﹤0.01%
+3,200
725
$25K ﹤0.01%
+3,300
27 28
29
30 31