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Inversiones Echemu Sicav (0P0000IT4P)

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31.454 -0.003    -0.01%
04/06 - Closed. Currency in EUR
Type:  Fund
Market:  Spain
Issuer:  Credit Suisse Gestión SGIIC
ISIN:  ES0155941133 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 134.77M
INVERSIONES ECHEMU, SICAV, SA 31.454 -0.003 -0.01%

0P0000IT4P Holdings

 
Comprehensive information about top holdings and Key Holding Information for the INVERSIONES ECHEMU, SICAV, SA (0P0000IT4P) fund. Our INVERSIONES ECHEMU, SICAV, SA portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.170 12.790 10.620
Shares 75.750 75.750 0.000
Bonds 19.830 19.910 0.080
Convertible 0.090 0.090 0.000
Preferred 1.130 1.130 0.000
Other 1.040 1.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.509 15.268
Price to Book 1.802 2.126
Price to Sales 1.253 1.585
Price to Cash Flow 8.277 8.751
Dividend Yield 4.046 2.582
5 Years Earnings Growth 8.969 12.261

Sector Allocation

Name  Net % Category Average
Financial Services 18.130 16.807
Communication Services 15.810 7.929
Technology 11.640 17.623
Consumer Cyclical 10.580 12.855
Industrials 10.560 12.520
Consumer Defensive 10.490 6.681
Energy 7.760 5.511
Utilities 5.760 3.890
Basic Materials 4.750 6.180
Healthcare 4.390 11.077
Real Estate 0.130 2.748

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 59

Number of short holdings: 1

Name ISIN Weight % Last Change %
UBS Corto Plazo A FI ES0155598008 4.60 - -
  Alphabet C US02079K1079 4.35 176.96 +1.29%
  Ferrovial NL0015001FS8 3.24 44.864 -0.52%
  Inditex ES0148396007 3.13 48.530 +0.87%
  Walmart US9311421039 3.09 97.66 +0.19%
  BBVA ES0113211835 2.98 13.265 +0.23%
  JPMorgan US46625H1005 2.74 265.52 -0.08%
  ASML Holding NL0010273215 2.68 680.10 +1.87%
  Microsoft US5949181045 2.57 470.26 -0.03%
  UniCredit IT0005239360 2.43 58.290 +0.15%

Top Equity Funds by UBS Wealth Management SGIIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swift Inversiones SICAV 468.72M -1.71 10.38 6.03
  ES0172236004 74.01M -1.90 - -
  JIMINY CRICKET 69.97M -0.98 5.39 3.02
  CAR 2003 INVERSIONES MOBILIARIAS 50.09M 7.74 2.47 0.49
  CS Global Fondos Gestion Activa FI 24.42M -1.53 3.15 1.31
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