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
751
$17K ﹤0.01%
+450
752
$17K ﹤0.01%
278
753
$17K ﹤0.01%
+4,000
754
$17K ﹤0.01%
+837
755
$17K ﹤0.01%
+339
756
$17K ﹤0.01%
+400
757
$17K ﹤0.01%
+1,600
758
$17K ﹤0.01%
1,080
759
$16K ﹤0.01%
118
-3
760
$16K ﹤0.01%
223
-2,400
761
$16K ﹤0.01%
+180
762
$16K ﹤0.01%
2,500
-26,000
763
$15K ﹤0.01%
+200
764
$15K ﹤0.01%
300
765
$15K ﹤0.01%
+1,600
766
$15K ﹤0.01%
200
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767
$15K ﹤0.01%
100
768
$14K ﹤0.01%
3,500
769
$14K ﹤0.01%
579
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770
$14K ﹤0.01%
+122
771
$13K ﹤0.01%
200
772
$13K ﹤0.01%
600
-15,319
773
$13K ﹤0.01%
350
-1,378
774
$13K ﹤0.01%
1,358
+871
775
$12K ﹤0.01%
51
-252
29 30
31
32 33