Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q2 2020
Top Holdings687 positions
MICROSOFT CORP | 2.9M | $585.6M | 6.7% | $192.63 | +0.23% | 2 qtrssince 2020-Q1 | Increased 99 |
ALPHABET INC | 233,338 | $375.1M | 4.3% | $57.55 | +22.04% | 2 qtrssince 2020-Q1 | Decreased 0 |
AMAZON COM INC | 119,517 | $331.4M | 3.8% | $132.23 | +4.32% | 2 qtrssince 2020-Q1 | Increased 92 |
JOHNSON & JOHNSON | 2.2M | $309.8M | 3.6% | $110.16 | +7.53% | 2 qtrssince 2020-Q1 | Increased 60 |
APPLE INC | 88,965 | $309M | 3.6% | $85.72 | +2.93% | 2 qtrssince 2020-Q1 | Increased 92 |
VISA INC | 1.5M | $283.9M | 3.3% | $184.30 | +0.17% | 2 qtrssince 2020-Q1 | Increased 91 |
META PLATFORMS INC | 1.2M | $276.3M | 3.2% | $224.10 | +0.37% | 2 qtrssince 2020-Q1 | Increased 91 |
SPDR S&P 500 ETF TR | 13,246 | $246.6M | 2.8% | $235.74 | +20.16% | 2 qtrssince 2020-Q1 | Decreased 0 |
ADOBE INC | 517,596 | $225.3M | 2.6% | $334.54 | +30.12% | 2 qtrssince 2020-Q1 | Increased 61 |
MASTERCARD INCORPORATED | 786,735 | $207.7M | 2.4% | $285.03 | +0.10% | 2 qtrssince 2020-Q1 | Increased 85 |
INTEL CORP | 3.2M | $189.5M | 2.2% | $47.97 | +11.18% | 2 qtrssince 2020-Q1 | Decreased 0 |
DANAHER CORPORATION | 987,608 | $177.8M | 2.0% | $152.18 | +0.01% | 2 qtrssince 2020-Q1 | Increased 84 |
MERCK & CO INC | 2.2M | $170.3M | 2.0% | $60.76 | 0.00% | 2 qtrssince 2020-Q1 | Increased 77 |
HONEYWELL INTL INC | 1.2M | $169.8M | 2.0% | $126.04 | 0.00% | 2 qtrssince 2020-Q1 | Increased 77 |
SALESFORCE INC | 825,553 | $154.7M | 1.8% | $184.14 | 0.00% | 1 qtr | New 69 |
CISCO SYS INC | 2.6M | $123.9M | 1.4% | $34.12 | +14.28% | 2 qtrssince 2020-Q1 | Increased 61 |
JPMORGAN CHASE & CO. | 1.2M | $113.5M | 1.3% | $79.92 | +0.01% | 2 qtrssince 2020-Q1 | Increased 76 |
TEXAS INSTRS INC | 880,017 | $110.9M | 1.3% | $95.11 | +12.31% | 2 qtrssince 2020-Q1 | Increased 76 |
S&P GLOBAL INC | 335,477 | $110.5M | 1.3% | $227.86 | +29.83% | 2 qtrssince 2020-Q1 | Increased 53 |
CADENCE DESIGN SYSTEM INC | 1.1M | $106.2M | 1.2% | $95.92 | +0.04% | 2 qtrssince 2020-Q1 | Increased 76 |
Bank Julius Baer & Co. Ltd, Zurich manages $8.7B across 687 positions as of Q2 2020. Top holdings: MSFT (6.7%), GOOGL (4.3%), AMZN (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 134 new positions, 83 exits, 226 increased. Top move: MSFT (INCREASED, conviction 99). Portfolio: $8.7B across 687 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR