Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.310 | 0.310 | 0.000 |
Shares | 99.690 | 99.690 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.177 | 20.723 |
Price to Book | 5.303 | 3.828 |
Price to Sales | 3.753 | 2.577 |
Price to Cash Flow | 14.637 | 14.037 |
Dividend Yield | 0.902 | 1.585 |
5 Years Earnings Growth | 17.629 | 11.925 |
Name | Net % | Category Average |
---|---|---|
Technology | 37.240 | 28.115 |
Financial Services | 15.950 | 16.750 |
Healthcare | 11.900 | 13.138 |
Communication Services | 10.340 | 8.165 |
Consumer Cyclical | 9.020 | 9.948 |
Industrials | 4.890 | 8.576 |
Basic Materials | 3.770 | 2.822 |
Energy | 3.360 | 3.666 |
Consumer Defensive | 2.090 | 5.684 |
Real Estate | 0.860 | 2.407 |
Utilities | 0.580 | 2.313 |
Number of long holdings: 174
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 7.01 | - | - | |
Microsoft Corp | - | 6.77 | - | - | |
Amazon.com Inc | - | 4.16 | - | - | |
NVIDIA Corp | - | 3.85 | - | - | |
Alphabet Inc Class A | - | 3.62 | - | - | |
Advanced Micro Devices Inc | - | 3.26 | - | - | |
Meta Platforms Inc Class A | - | 3.14 | - | - | |
Salesforce.com Inc | - | 2.85 | - | - | |
Freeport-McMoRan Inc | - | 2.80 | - | - | |
Visa Inc Class A | - | 2.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPP F | 3.86B | 2.77 | 1.71 | 3.31 | ||
Julius Baer Institutional BVG LPPb1 | 3.86B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.86B | 2.82 | 1.99 | 3.59 | ||
Aktien USA Passiv CHF A1 | 2.03B | 19.94 | 5.64 | 11.79 | ||
Aktien USA Passiv CHF D3 | 2.03B | 19.57 | 5.11 | 11.15 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review