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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.420 | 5.420 | 0.000 |
Shares | 94.580 | 94.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.101 | 16.951 |
Price to Book | 3.186 | 2.687 |
Price to Sales | 2.365 | 2.028 |
Price to Cash Flow | 12.810 | 10.323 |
Dividend Yield | 1.566 | 2.732 |
5 Years Earnings Growth | 11.160 | 12.453 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.430 | 20.371 |
Healthcare | 17.520 | 14.029 |
Consumer Cyclical | 12.480 | 12.395 |
Financial Services | 12.160 | 18.398 |
Industrials | 10.810 | 13.681 |
Communication Services | 9.570 | 8.743 |
Consumer Defensive | 6.020 | 9.115 |
Basic Materials | 4.600 | 9.763 |
Energy | 3.140 | 9.229 |
Utilities | 0.710 | 5.957 |
Real Estate | 0.560 | 4.582 |
Number of long holdings: 263
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.96 | 401.34 | -1.73% | |
Novo Nordisk B | DK0062498333 | 3.19 | 881.5 | -0.42% | |
Meta Platforms | US30303M1027 | 2.95 | 500.26 | -3.21% | |
Broadcom | US11135F1012 | 2.45 | 138.54 | -9.34% | |
Taiwan Semicon | TW0002330008 | 2.19 | 902.00 | +1.46% | |
AstraZeneca | GB0009895292 | 1.64 | 12,650.0 | +0.88% | |
Tesla | US88160R1014 | 1.56 | 214.57 | -6.78% | |
Eli Lilly | US5324571083 | 1.53 | 897.76 | -1.64% | |
NVIDIA | US67066G1040 | 1.30 | 102.21 | -4.67% | |
Vertex | US92532F1003 | 1.27 | 468.17 | -0.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C CHF | 15.04B | 12.20 | 3.32 | - | ||
Cap Group NewPerspective lux ZL CHF | 15.04B | 11.83 | 2.72 | 10.60 | ||
Cap Group NewPerspective lux A7 CHF | 15.04B | 11.88 | 2.86 | - | ||
CapGroup NewPerspective lux ZLd CHF | 15.04B | 11.82 | 2.72 | 10.60 | ||
Cap Group NewPerspective lux Zh CHF | 15.04B | 0.91 | 1.26 | - |
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