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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.89 | 8.14 | 2.25 |
Shares | 64.37 | 64.37 | 0.00 |
Bonds | 23.86 | 24.50 | 0.64 |
Other | 5.89 | 6.91 | 1.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.56 | 16.62 |
Price to Book | 2.81 | 2.42 |
Price to Sales | 3.44 | 1.83 |
Price to Cash Flow | 15.13 | 10.50 |
Dividend Yield | 2.05 | 2.56 |
5 Years Earnings Growth | 8.65 | 9.70 |
Name | Net % | Category Average |
---|---|---|
Industrials | 28.04 | 13.83 |
Technology | 21.25 | 17.91 |
Healthcare | 15.00 | 10.35 |
Financial Services | 12.87 | 18.40 |
Utilities | 8.29 | 3.04 |
Real Estate | 7.36 | 3.96 |
Basic Materials | 4.98 | 4.97 |
Consumer Cyclical | 2.19 | 10.32 |
Communication Services | 0.01 | 7.24 |
Number of long holdings: 69
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.61 | 524.94 | -0.53% | |
American Water Works | US0304201033 | 2.32 | 141.88 | +0.27% | |
NVIDIA | US67066G1040 | 2.27 | 179.41 | +0.65% | |
Schneider Electric | FR0000121972 | 2.23 | 214.85 | +0.02% | |
Ecolab | US2788651006 | 2.11 | 268.77 | +0.86% | |
Emerson | US2910111044 | 2.07 | 133.93 | -4.72% | |
Amundi | FR0004125920 | 2.03 | 64.90 | +0.31% | |
Greencoat | GB00B8SC6K54 | 1.98 | 116.70 | -1.52% | |
Novartis | CH0012005267 | 1.94 | 92.37 | -3.25% | |
Thermo Fisher Scientific | US8835561023 | 1.93 | 449.16 | -3.70% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Juniper Acc | 384.41M | 1.32 | 10.24 | 8.35 | ||
Thesis Juniper Inc | 699.26M | 1.32 | 10.23 | 8.34 | ||
Fund Climate Assets B GBP Income | 307.01M | 3.89 | 4.36 | 6.45 | ||
Climate Assets C GBP Accumulation | 307.01M | 4.01 | 4.58 | 6.69 | ||
Fund Climate Assets C GBP Income | 307.01M | 4.03 | 4.57 | 6.67 |
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