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Alves Ribeiro Ppr/oicvm - Fundo De Investimento Mobiliário Aberto De Poupança Reforma (LP60090725)

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19.4740 +0.1497    +0.77%
23/04 - Closed. Currency in EUR
Type:  Fund
Market:  Portugal
ISIN:  PTARMCLM0004 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 278.01M
Alves Ribeiro PPR - Fundo de Investimento Mobiliár 19.4740 +0.1497 +0.77%

LP60090725 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Alves Ribeiro PPR - Fundo de Investimento Mobiliár (LP60090725) fund. Our Alves Ribeiro PPR - Fundo de Investimento Mobiliár portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 3.6500 3.6700 0.0200
Shares 30.3800 30.4200 0.0400
Bonds 60.8200 60.8200 0.0000
Preferred 1.1100 1.1100 0.0000
Other 4.0500 4.0500 0.0000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.0531 22.4212
Price to Book 2.1093 2.2240
Price to Sales 1.9955 1.5688
Price to Cash Flow 10.5316 9.5855
Dividend Yield 2.5612 2.9589
5 Years Earnings Growth 9.0157 10.2039

Sector Allocation

Name  Net % Category Average
Consumer Cyclical 18.6100 10.8763
Technology 16.5800 16.7679
Financial Services 12.6400 18.2145
Utilities 11.5900 4.5483
Healthcare 10.5000 11.9188
Industrials 9.6500 15.0465
Basic Materials 7.6900 5.8995
Communication Services 7.2000 6.4099
Energy 2.6900 4.3793
Consumer Defensive 2.6100 7.1243
Real Estate 0.2400 2.9525

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 119

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Netherlands 4 15-Jan-2037 NL0000102234 4.97 111.840 +0.04%
  Austria 3.2 15-Jul-2039 AT0000A3D3Q8 3.22 100.270 +0.82%
Portugal (Republic Of) PTPBTVGE0036 3.17 - -
  Romania 2.875 13-Apr-2042 XS2364200514 2.18 61.070 +0.41%
  Amundi ETF MSCI Emerging Markets UCITS LU1681045370 2.01 4.87 -0.41%
Caixabank S.A. 0.05875% ES0840609020 1.97 - -
Banco Bilbao Vizcaya Argentaria SA 0.06875% XS2840032762 1.96 - -
Berkshire Hathaway Inc. 0.01625% XS1200679667 1.93 - -
BP Capital Markets PLC 0.03625% XS2193662728 1.84 - -
  Microsoft US5949181045 1.81 391.85 +1.17%

Top Equity Funds by Invest Gestão de Activos SGOIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  PTARMIHM0004 14.45M 12.15 3.22 -
  PTARMHHM0005 9.69M 7.00 0.47 -
  PTARMGHM0006 3.52M 3.76 -1.45 -
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