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Anima Esalogo Bilanciato Z (0P0001KBH7)

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5.773 +0.051    +0.89%
27/05 - Closed. Currency in EUR
Type:  Fund
Market:  Italy
ISIN:  IT0005411787 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 2.71B
Anima Esalogo Bilanciato Z 5.773 +0.051 +0.89%

0P0001KBH7 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Anima Esalogo Bilanciato Z (0P0001KBH7) fund. Our Anima Esalogo Bilanciato Z portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Shares 37.900 38.730 0.830
Bonds 66.360 66.360 0.000
Convertible 0.500 0.500 0.000
Preferred 0.040 0.040 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.678 16.691
Price to Book 3.038 2.527
Price to Sales 2.617 1.857
Price to Cash Flow 12.576 10.451
Dividend Yield 1.903 2.444
5 Years Earnings Growth 9.386 10.190

Sector Allocation

Name  Net % Category Average
Technology 28.730 20.432
Financial Services 15.890 16.688
Healthcare 13.440 12.191
Consumer Cyclical 10.790 10.760
Communication Services 8.900 7.009
Industrials 8.700 12.187
Consumer Defensive 6.880 7.356
Basic Materials 2.640 5.019
Utilities 2.060 3.394
Real Estate 1.930 3.527
Energy 0.040 3.791

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Australasia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 493

Number of short holdings: 35

Name ISIN Weight % Last Change %
Euro Bund Future June 25 DE000F1B2NG7 13.30 - -
Anima Liquidità Euro FM IT0005359374 8.55 - -
10 Year Treasury Note Future June 25 - 7.22 - -
  Germany 0 15-Feb-2031 DE0001102531 2.51 88.580 -0.06%
United States Treasury Notes - 2.32 - -
  Apple US0378331005 2.24 200.47 +0.13%
United States Treasury Notes - 1.96 - -
  Microsoft US5949181045 1.90 457.38 -0.72%
  NVIDIA US67066G1040 1.87 134.81 -0.51%
United States Treasury Notes - 1.75 - -

Top Equity Funds by Anima Sgr S.p.A

  Name Rating Total Assets YTD% 3Y% 10Y%
  IT0005384653 2.71B -5.10 2.20 -
  Anima Sforzesco A 2.54B 0.83 0.57 0.37
  Anima Sforzesco F 2.54B 1.05 1.22 0.99
  Anima Sforzesco AD 2.54B 0.84 0.57 0.36
  Anima Visconteo AD 2.43B 2.40 2.53 1.31
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