Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q3 2020
Top Holdings734 positions
MICROSOFT CORP | 2.9M | $609.5M | 5.9% | $192.69 | +3.81% | 3 qtrssince 2020-Q1 | Increased 61 |
ALPHABET INC | 309,414 | $453.1M | 4.4% | $61.25 | +18.52% | 3 qtrssince 2020-Q1 | Increased 73 |
APPLE INC | 3.8M | $436.8M | 4.3% | $109.73 | +2.28% | 3 qtrssince 2020-Q1 | Increased 92 |
AMAZON COM INC | 135,696 | $426.7M | 4.2% | $135.24 | +16.42% | 3 qtrssince 2020-Q1 | Increased 65 |
JOHNSON & JOHNSON | 2.4M | $352.6M | 3.4% | $111.28 | +13.45% | 3 qtrssince 2020-Q1 | Increased 61 |
VISA INC | 1.6M | $324.4M | 3.2% | $184.97 | +3.48% | 3 qtrssince 2020-Q1 | Increased 63 |
META PLATFORMS INC | 1.2M | $308.1M | 3.0% | $224.10 | +15.76% | 3 qtrssince 2020-Q1 | Decreased 0 |
SPDR S&P 500 ETF SER 1 S&P | 894,990 | $299.9M | 2.9% | $307.79 | +0.35% | 3 qtrssince 2020-Q1 | Increased 85 |
ADOBE INC | 577,705 | $283.3M | 2.8% | $350.76 | +39.82% | 3 qtrssince 2020-Q1 | Increased 59 |
MASTERCARD INCORPORATED | 753,888 | $254.9M | 2.5% | $285.03 | +14.63% | 3 qtrssince 2020-Q1 | Decreased 0 |
SALESFORCE INC | 949,043 | $238.5M | 2.3% | $192.33 | +28.45% | 2 qtrssince 2020-Q2 | Increased 60 |
DANAHER CORP | 1M | $225.3M | 2.2% | $154.04 | +20.42% | 3 qtrssince 2020-Q1 | Increased 56 |
HONEYWELL INTERNATIONAL INC CO | 1.3M | $209.8M | 2.0% | $127.71 | +12.99% | 3 qtrssince 2020-Q1 | Increased 58 |
MERCK & CO INC | 2.2M | $185M | 1.8% | $60.82 | +7.93% | 3 qtrssince 2020-Q1 | Increased 49 |
S&P GLOBAL INC | 389,628 | $140.5M | 1.4% | $241.27 | +34.44% | 3 qtrssince 2020-Q1 | Increased 55 |
TEXAS INSTRS INC | 946,686 | $135.2M | 1.3% | $96.93 | +24.79% | 3 qtrssince 2020-Q1 | Increased 51 |
PROCTER & GAMBLE CO/THE | 972,206 | $135.1M | 1.3% | $96.69 | +23.39% | 3 qtrssince 2020-Q1 | Increased 54 |
CADENCE DESIGN SYSTEM INC | 1.3M | $134.5M | 1.3% | $97.24 | +9.66% | 3 qtrssince 2020-Q1 | Increased 54 |
ROPER TECHNOLOGIES INC | 325,360 | $128.6M | 1.3% | $337.86 | +12.41% | 3 qtrssince 2020-Q1 | Increased 72 |
VEEVA SYS INC | 427,830 | $120.3M | 1.2% | $168.21 | +67.17% | 3 qtrssince 2020-Q1 | Increased 51 |
Bank Julius Baer & Co. Ltd, Zurich manages $10.2B across 734 positions as of Q3 2020. Top holdings: MSFT (5.9%), GOOGL (4.4%), AAPL (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 110 new positions, 63 exits, 297 increased. Top move: AAPL (INCREASED, conviction 92). Portfolio: $10.2B across 734 positions.
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Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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