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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.660 | 4.060 | 0.400 |
Shares | 96.310 | 96.310 | 0.000 |
Bonds | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.899 | 14.283 |
Price to Book | 2.219 | 2.237 |
Price to Sales | 1.040 | 1.318 |
Price to Cash Flow | 10.941 | 9.638 |
Dividend Yield | 1.801 | 2.393 |
5 Years Earnings Growth | 13.483 | 10.380 |
Name | Net % | Category Average |
---|---|---|
Industrials | 18.300 | 10.502 |
Financial Services | 15.270 | 19.276 |
Healthcare | 12.840 | 17.430 |
Communication Services | 12.790 | 7.295 |
Consumer Defensive | 12.120 | 9.046 |
Technology | 9.910 | 14.404 |
Energy | 7.270 | 8.182 |
Utilities | 4.040 | 4.375 |
Basic Materials | 3.360 | 3.817 |
Real Estate | 2.540 | 2.106 |
Consumer Cyclical | 1.540 | 7.665 |
Number of long holdings: 220
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 4.33 | 164.76 | -1.71% | |
Elevance Health | US0367521038 | 3.86 | 402.55 | -0.26% | |
Wells Fargo&Co | US9497461015 | 3.55 | 75.96 | +1.51% | |
Berkshire Hathaway B | US0846707026 | 3.52 | 476.57 | +0.96% | |
Salesforce Inc | US79466L3024 | 3.41 | 342.02 | +1.86% | |
Sempra Energy | US8168511090 | 2.94 | 94.27 | -0.44% | |
FedEx | US31428X1063 | 2.87 | 299.97 | +1.63% | |
T-Mobile US | US8725901040 | 2.87 | 238.28 | +0.72% | |
McKesson | US58155Q1031 | 2.86 | 623.19 | -0.81% | |
Cheniere Energy | US16411R2085 | 2.85 | 222.60 | -1.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Nordic Fund A DIST SEK | 2.97B | 16.73 | 12.92 | 11.05 | ||
Fidelity Funds NordicFund Y Acc SEK | 141.5M | 11.23 | 10.99 | 11.85 |
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