Bank Julius Baer & Co. Ltd, Zurich
Institutional investor · Portfolio as of Q4 2020
Top Holdings801 positions
Microsoft Corp. | 3.1M | $685.9M | 5.6% | $193.84 | +9.41% | 4 qtrssince 2020-Q1 | Increased 65 |
Alphabet Inc. | 325,883 | $571.2M | 4.7% | $62.54 | +38.80% | 4 qtrssince 2020-Q1 | Increased 61 |
Apple Inc. | 4.2M | $555.4M | 4.6% | $111.62 | +15.40% | 4 qtrssince 2020-Q1 | Increased 64 |
Amazon.com, Inc. | 143,279 | $466.6M | 3.8% | $136.70 | +19.13% | 4 qtrssince 2020-Q1 | Increased 61 |
Visa Inc | 1.9M | $424.6M | 3.5% | $189.01 | +10.94% | 4 qtrssince 2020-Q1 | Increased 68 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 961,637 | $359.5M | 3.0% | $310.46 | +11.55% | 4 qtrssince 2020-Q1 | Increased 57 |
Meta Platforms Inc | 1.3M | $352.5M | 2.9% | $228.15 | +18.59% | 4 qtrssince 2020-Q1 | Increased 58 |
Adobe Inc | 649,060 | $324.6M | 2.7% | $367.18 | +36.21% | 4 qtrssince 2020-Q1 | Increased 60 |
MasterCard Incorporated | 870,684 | $310.8M | 2.6% | $293.12 | +17.80% | 4 qtrssince 2020-Q1 | Increased 61 |
Thermo Fisher Scientific Inc | 641,921 | $299M | 2.5% | $453.34 | +1.12% | 4 qtrssince 2020-Q1 | Increased 85 |
HONEYWELL INTL INC | 1.4M | $294.3M | 2.4% | $132.41 | +41.47% | 4 qtrssince 2020-Q1 | Increased 58 |
SALESFORCE COM INC | 1.1M | $240.7M | 2.0% | $195.56 | +11.85% | 3 qtrssince 2020-Q2 | Increased 55 |
Danaher Corporation | 1.1M | $238.4M | 2.0% | $154.98 | +23.57% | 4 qtrssince 2020-Q1 | Increased 50 |
Cadence Design Systems, Inc. | 1.5M | $198.3M | 1.6% | $102.42 | +33.21% | 4 qtrssince 2020-Q1 | Increased 55 |
Merck & Co., Inc | 2.3M | $192M | 1.6% | $61.04 | +6.89% | 4 qtrssince 2020-Q1 | Increased 51 |
S&P Global Inc | 521,912 | $171.6M | 1.4% | $255.22 | +16.09% | 4 qtrssince 2020-Q1 | Increased 62 |
Texas Instruments Inc. | 1M | $167.9M | 1.4% | $100.14 | +39.84% | 4 qtrssince 2020-Q1 | Increased 52 |
Roper Technologies Inc | 371,171 | $160M | 1.3% | $347.37 | +19.45% | 4 qtrssince 2020-Q1 | Increased 54 |
The Procter & Gamble Co. | 1.1M | $157M | 1.3% | $99.94 | +20.18% | 4 qtrssince 2020-Q1 | Increased 55 |
LAUDER ESTEE COS INC | 576,934 | $153.6M | 1.3% | $192.22 | +27.56% | 4 qtrssince 2020-Q1 | Increased 52 |
Bank Julius Baer & Co. Ltd, Zurich manages $12.2B across 801 positions as of Q4 2020. Top holdings: MSFT (5.6%), GOOGL (4.7%), AAPL (4.6%). Fund DNA: Concentrated Value. HoldingsIntel Score: 2/5.0.
Active quarter - 150 new positions, 83 exits, 376 increased. Top move: TMO (INCREASED, conviction 85). Portfolio: $12.2B across 801 positions.
Top holdings by portfolio weight
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