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
726
$25K ﹤0.01%
600
+275
727
$24K ﹤0.01%
1,015
+15
728
$23K ﹤0.01%
1,079
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729
$23K ﹤0.01%
460
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730
$23K ﹤0.01%
1,000
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731
$22K ﹤0.01%
800
732
$22K ﹤0.01%
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733
$21K ﹤0.01%
670
734
$21K ﹤0.01%
400
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735
$20K ﹤0.01%
54
736
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738
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$18K ﹤0.01%
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$18K ﹤0.01%
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$18K ﹤0.01%
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$18K ﹤0.01%
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750
$18K ﹤0.01%
170
28 29
30
31 32