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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.480 | 8.480 | 0.000 |
Shares | 91.520 | 91.520 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.101 | 12.023 |
Price to Book | 3.129 | 1.695 |
Price to Sales | 1.968 | 1.420 |
Price to Cash Flow | 14.362 | 7.619 |
Dividend Yield | 3.154 | 4.481 |
5 Years Earnings Growth | 22.531 | 13.619 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 28.310 | 6.270 |
Industrials | 26.660 | 13.105 |
Financial Services | 17.320 | 28.663 |
Consumer Defensive | 12.210 | 9.745 |
Consumer Cyclical | 7.830 | 11.583 |
Technology | 3.490 | 6.592 |
Basic Materials | 2.250 | 9.619 |
Real Estate | 1.920 | 6.404 |
Number of long holdings: 16
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novartis | CH0012005267 | 14.82 | 92.03 | -5.42% | |
Nestle | CH0038863350 | 11.18 | 87.36 | -3.64% | |
Geberit | CH0030170408 | 9.70 | 531.40 | -3.03% | |
UBS Group | CH0244767585 | 9.62 | 23.26 | -5.25% | |
ABB | CH0012221716 | 8.72 | 41.05 | -4.27% | |
Roche Holding Participation | CH0012032048 | 6.27 | 261.80 | -6.00% | |
Zurich Insurance Group | CH0011075394 | 6.23 | 565.40 | -6.95% | |
DKSH Holding | CH0126673539 | 5.45 | 58.70 | -4.86% | |
Straumann Holding AG | CH1175448666 | 4.81 | 93.98 | -5.22% | |
Richemont | CH0210483332 | 4.57 | 135.85 | -6.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Carrera J-REIT Fund | 7.13B | 1.69 | -0.91 | 1.47 | ||
Carrera 3 Wallets US Bank Eq Div 1M | 4.23B | 3.34 | 4.55 | - | ||
Carrera 3 Wallets Europe REIT Fund | 3.49B | 2.21 | 6.06 | 0.02 | ||
Carrera 3 Wallets EU Bank Eq Div 1M | 3.26B | 15.76 | 11.71 | 1.18 | ||
Carrera 3 Wallets Eur RE Eq Div 1M | 2.7B | 2.21 | 3.27 | - |
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