BRW Balanced Return Plus Institutional

Status: 06/16/2025

Asset Allocation

Top securities

Value Share in percent
BUNDESOBL.V.20/25 S.182 12.24 %
BUNDANL.V.15/25 8.92 %
BUND SCHATZANW. 23/25 5.98 %
MICROSOFT DL-,00000625 4.52 %
PAYPAL HDGS INC.DL-,0001 3.71 %
NOVO-NORDISK AS B DK 0,1 3.48 %
BERKSHIRE HATHAWAY A DL 5 3.19 %
TAIWAN SEMICON.MANU.ADR/5 2.94 %
META PLATF. A DL-,000006 2.84 %
ALPHABET INC.CL.A DL-,001 2.56 %

Breakdown by industries

Breakdown by countries

Breakdown by currencies

investment structure according to indices

Value Share in percent
S&P 500 Index 25.20 %
STXE 600 Index (Price) (EUR) 5.54 %
Other USA 4.57 %
Other Stock Exchanges 3.87 %
STXE 50 Index (Price) (EUR) 2.56 %

Breakdown by business sectors

Breakdown by securities