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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.880 | 0.880 | 0.000 |
Shares | 98.980 | 98.990 | 0.010 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.130 | 0.140 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.264 | 12.779 |
Price to Book | 1.551 | 1.815 |
Price to Sales | 1.028 | 1.179 |
Price to Cash Flow | 7.693 | 7.850 |
Dividend Yield | 3.315 | 3.063 |
5 Years Earnings Growth | 9.510 | 9.770 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.730 | 18.691 |
Technology | 10.670 | 14.454 |
Industrials | 10.170 | 12.160 |
Healthcare | 10.000 | 15.021 |
Consumer Cyclical | 9.550 | 10.167 |
Energy | 8.530 | 5.648 |
Communication Services | 7.160 | 8.504 |
Consumer Defensive | 6.550 | 9.550 |
Basic Materials | 4.880 | 5.271 |
Utilities | 3.700 | 4.386 |
Real Estate | 2.050 | 2.021 |
Number of long holdings: 1,310
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 1.97 | 217.90 | -2.66% | |
JPMorgan | US46625H1005 | 1.71 | 242.85 | -2.12% | |
Microsoft | US5949181045 | 1.51 | 378.80 | -3.02% | |
Exxon Mobil | US30231G1022 | 1.13 | 117.73 | -0.14% | |
Bank of America | US0605051046 | 1.04 | 41.25 | -3.08% | |
Amazon.com | US0231351067 | 1.01 | 192.72 | -4.29% | |
Berkshire Hathaway B | US0846707026 | 0.99 | 526.31 | -1.54% | |
HSBC | GB0005405286 | 0.98 | 869.10 | -1.84% | |
Shell | GB00BP6MXD84 | 0.95 | 33.49 | -0.25% | |
Citigroup | US1729674242 | 0.86 | 70.33 | -2.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0429081620 | 7.39B | 28.87 | 6.79 | - | ||
CH0429081638 | 7.39B | 3.42 | 7.87 | - | ||
CH0337393745 | 6.1B | 27.07 | 6.15 | - | ||
CSIF CH Emerging Markets Index Blue | 3.36B | 2.00 | -0.03 | 3.04 | ||
CH0017844686 | 3.36B | 1.98 | -0.12 | 2.96 |
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