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Cihan Temiz

@Bank Julius Baer & Co. Ltd, Zurich

Latest period2024 - Q3ReportedManaged Assets$29.727BTotal holdings510
Assets growth rate13.7%Assets growth rate (2-Q avg)7.03%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Bank Julius Baer & Co. Ltd, Zurich's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 510 positions.

Assets under management

The assets under management (AUM) of Bank Julius Baer & Co. Ltd, Zurich over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 29.727B in assets, with a quarterly growth rate of 13.7% and a 2-quarter average growth rate of 7.03%. The portfolio is managed by Cihan Temiz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LLYEli Lilly & Co
Recent Activity
Decreased -6.44%
2.17%
$644.82M
641,993 shares@ $1004.41 avg price
MAMastercard Incorporated
Recent Activity
Decreased -3.65%
1.98%
$587.827M
1.051M shares@ $559.45 avg price
AVGOBroadcom Inc
Recent Activity
Increased 773.22%
1.79%
$530.69M
2.621M shares@ $202.52 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -6.93%
1.61%
$477.733M
1.992M shares@ $239.81 avg price
ADBEAdobe Inc
Recent Activity
Decreased -1.4%
1.48%
$438.269M
747,426 shares@ $586.38 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -6.21%
1.47%
$434.637M
792,902 shares@ $548.16 avg price
PGRProgressive Corp
Recent Activity
Increased 3.82%
1.41%
$416.293M
1.424M shares@ $292.43 avg price
SPGIS&p Global Inc
Recent Activity
Decreased -5.02%
1.32%
$391.683M
668,024 shares@ $586.34 avg price
HDHome Depot Inc
Recent Activity
Decreased -6.67%
1.3%
$383.605M
830,670 shares@ $461.81 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.88%
1.24%
$367.628M
1.996M shares@ $184.15 avg price