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
$16.1B
AUM Growth
+$358M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
886
New
Increased
Reduced
Closed

Top Buys

1
+$123M
2
+$94.4M
3
+$71M
4
AMZN icon
Amazon
AMZN
+$49.1M
5
ADBE icon
Adobe
ADBE
+$47.3M

Top Sells

1
+$76.9M
2
+$46.1M
3
+$41.3M
4
MRK icon
Merck
MRK
+$31M
5
PGR icon
Progressive
PGR
+$30.2M

Sector Composition

1 Technology 23.94%
2 Healthcare 16.69%
3 Financials 12.12%
4 Communication Services 9.86%
5 Consumer Discretionary 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$17K ﹤0.01%
233
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752
$17K ﹤0.01%
1,500
+473
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$17K ﹤0.01%
150
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$17K ﹤0.01%
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$17K ﹤0.01%
474
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$16K ﹤0.01%
200
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757
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758
$16K ﹤0.01%
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2,000
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$15K ﹤0.01%
714
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$15K ﹤0.01%
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$13K ﹤0.01%
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$12K ﹤0.01%
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$11K ﹤0.01%
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$11K ﹤0.01%
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775
$11K ﹤0.01%
150
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29 30
31
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