WhaleScore 2.0 ?
• KUESNACHT, V8 • Investment Advisor How do I update this listing?
Bellevue Group AG is based out of Kuesnacht. Their last reported 13F filing for Q2 2021 included $10,244,311,000 in managed 13F securities and a top 10 holdings concentration of 30.33%. Bellevue Group AG's largest holding is Moderna Inc with shares held of 2,542,300. Bellevue Group AG has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 28 13F filings, and 4 13G filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for BELLEVUE GROUP AG
Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16
|Performance for Q2 2021:||7.55%|
|Performance Last 4 Quarters:||24.27%|
|Stdev (5-yrs):||Subscription required||BETA (5-yrs):||Subscription required||ALPHA (3-yrs):||Subscription required|
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|Efficiency Ratio (3-yrs):||Subscription required||Sharpe:||Subscription required||Stdev Sectors:||Subscription required|
|Skewness (3-yrs):||Subscription required||Kurtosis (3-yrs):||Subscription required||Upside Potential (3-yrs):||Subscription required|
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