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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.400 | 1.790 | 0.390 |
Shares | 98.590 | 98.590 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.947 | 16.821 |
Price to Book | 2.371 | 2.556 |
Price to Sales | 0.907 | 1.902 |
Price to Cash Flow | 7.462 | 11.113 |
Dividend Yield | 3.051 | 2.232 |
5 Years Earnings Growth | 11.251 | 11.630 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.270 | 20.968 |
Healthcare | 16.450 | 13.539 |
Financial Services | 13.370 | 13.399 |
Industrials | 12.480 | 17.163 |
Consumer Defensive | 10.550 | 8.170 |
Communication Services | 6.270 | 6.589 |
Consumer Cyclical | 5.710 | 10.591 |
Energy | 3.940 | 6.499 |
Real Estate | 2.010 | 4.258 |
Utilities | 2.010 | 3.694 |
Basic Materials | 1.930 | 7.862 |
Number of long holdings: 142
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.96 | 203.94 | +1.65% | |
Microsoft | US5949181045 | 2.46 | 471.81 | +0.88% | |
Visa A | US92826C8394 | 1.79 | 370.24 | +0.95% | |
AbbVie | US00287Y1091 | 1.49 | 189.90 | +1.30% | |
NVIDIA | US67066G1040 | 1.48 | 142.62 | +1.88% | |
Intuit | US4612021034 | 1.30 | 768.63 | +0.26% | |
Novartis | CH0012005267 | 1.29 | 97.06 | +0.40% | |
McKesson | US58155Q1031 | 1.27 | 708.68 | -0.41% | |
Alphabet C | US02079K1079 | 1.25 | 174.45 | +2.73% | |
Accenture | IE00B4BNMY34 | 1.24 | 319.42 | +1.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Private Europa Aktien ULM B | 224.41M | 11.60 | 8.58 | 4.04 | ||
First Private Europa Aktien ULM A | 224.41M | 6.02 | 4.84 | 4.22 | ||
First Private Euro Dividenden STAUF | 156.09M | 9.45 | 7.67 | 4.73 | ||
First Private Euro Dividenden STAUb | 156.09M | 16.23 | 10.82 | 6.13 | ||
First Private Wealth C | 77.24M | 3.45 | 1.40 | 1.56 |
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