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
801
$7K ﹤0.01%
138
-138
802
$6K ﹤0.01%
112
803
$6K ﹤0.01%
7,370
804
$6K ﹤0.01%
+280
805
$6K ﹤0.01%
+400
806
$5K ﹤0.01%
+200
807
$5K ﹤0.01%
+306
808
$5K ﹤0.01%
360
-19,640
809
$3K ﹤0.01%
30
-1
810
$3K ﹤0.01%
140
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811
$3K ﹤0.01%
165
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$3K ﹤0.01%
38
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813
$3K ﹤0.01%
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814
$2K ﹤0.01%
40
815
$2K ﹤0.01%
31
816
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101
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50
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818
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500
820
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76
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821
$2K ﹤0.01%
22
822
$2K ﹤0.01%
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823
$1K ﹤0.01%
72
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824
$1K ﹤0.01%
1
825
$1K ﹤0.01%
34
31 32
33
34 35