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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.420 | 1.420 | 0.000 |
Shares | 98.580 | 98.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.677 | 20.100 |
Price to Book | 4.089 | 3.718 |
Price to Sales | 2.643 | 2.477 |
Price to Cash Flow | 16.023 | 13.790 |
Dividend Yield | 1.337 | 1.576 |
5 Years Earnings Growth | 13.535 | 11.653 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.850 | 28.063 |
Financial Services | 13.460 | 14.057 |
Consumer Cyclical | 12.260 | 10.602 |
Healthcare | 10.600 | 13.522 |
Communication Services | 7.450 | 8.566 |
Industrials | 7.350 | 8.922 |
Basic Materials | 4.430 | 3.049 |
Consumer Defensive | 3.930 | 5.946 |
Real Estate | 2.780 | 2.478 |
Energy | 2.280 | 4.163 |
Utilities | 1.610 | 2.405 |
Number of long holdings: 127
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 7.11 | - | - | |
Apple Inc | - | 6.37 | - | - | |
NVIDIA Corp | - | 4.56 | - | - | |
Amazon.com Inc | - | 4.49 | - | - | |
Alphabet Inc Class C | - | 3.01 | - | - | |
Berkshire Hathaway Inc Class B | - | 2.52 | - | - | |
Meta Platforms Inc Class A | - | 2.44 | - | - | |
UnitedHealth Group Inc | - | 1.84 | - | - | |
Visa Inc Class A | - | 1.78 | - | - | |
Costco Wholesale Corp | - | 1.48 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1299707072 | 3.63B | 11.17 | 17.60 | - | ||
LU1554455995 | 2.79B | 9.51 | -1.56 | - | ||
LU1897340425 | 1.64B | 13.55 | -3.94 | - | ||
LU2104925693 | 1.64B | 13.75 | -3.20 | - | ||
LU1341142237 | 1.64B | 13.49 | -3.94 | - |
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