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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.380 | 0.760 | 0.380 |
Shares | 98.750 | 98.750 | 0.000 |
Other | 0.870 | 0.870 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.536 | 11.038 |
Price to Book | 1.281 | 1.403 |
Price to Sales | 0.811 | 0.873 |
Price to Cash Flow | 5.189 | 5.718 |
Dividend Yield | 5.139 | 4.047 |
5 Years Earnings Growth | 8.657 | 10.013 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.080 | 20.069 |
Healthcare | 15.590 | 13.337 |
Industrials | 12.030 | 15.778 |
Technology | 10.270 | 5.996 |
Consumer Cyclical | 10.090 | 9.495 |
Consumer Defensive | 9.380 | 9.797 |
Communication Services | 6.920 | 6.760 |
Energy | 5.040 | 8.068 |
Utilities | 4.440 | 4.192 |
Real Estate | 3.210 | 1.781 |
Basic Materials | 1.970 | 6.781 |
Number of long holdings: 101
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novartis | CH0012005267 | 4.09 | 89.05 | +0.20% | |
TotalEnergies SE | FR0000120271 | 2.77 | 68.59 | -0.95% | |
ASML Holding | NL0010273215 | 2.69 | 832.70 | -1.77% | |
Mercedes Benz Group | DE0007100000 | 2.09 | 70.940 | -5.15% | |
HSBC | GB0005405286 | 2.02 | 699.26 | +0.53% | |
BNP Paribas | FR0000131104 | 2.01 | 67.61 | -0.16% | |
Vinci | FR0000125486 | 1.90 | 110.25 | -0.32% | |
Stellantis NV | NL00150001Q9 | 1.90 | 20.880 | -10.10% | |
GSK plc | GB00BN7SWP63 | 1.83 | 1,697.00 | +1.43% | |
Infineon | DE0006231004 | 1.73 | 32.720 | -0.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Private Wealth A | 44.62M | 3.45 | 4.64 | 2.60 | ||
First Private Wealth B | 18.85M | 3.24 | 3.79 | 1.73 | ||
First Private Wealth C | 18.4M | 0.79 | 7.07 | - | ||
First Private Europa Aktien ULM B | 810.43K | 7.45 | 4.50 | 4.89 | ||
First Private Euro Dividenden STAUF | 63.93M | 3.05 | 8.54 | 5.84 |
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