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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.530 | 2.660 | 1.130 |
Shares | 22.970 | 22.970 | 0.000 |
Bonds | 71.500 | 71.500 | 0.000 |
Convertible | 1.810 | 1.810 | 0.000 |
Preferred | 0.810 | 0.810 | 0.000 |
Other | 1.390 | 1.390 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.885 | 16.083 |
Price to Book | 1.367 | 2.323 |
Price to Sales | 1.574 | 1.648 |
Price to Cash Flow | 8.357 | 9.731 |
Dividend Yield | 2.679 | 2.613 |
5 Years Earnings Growth | 9.335 | 10.551 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 44.090 | 16.425 |
Basic Materials | 13.710 | 5.859 |
Technology | 8.730 | 20.035 |
Industrials | 8.340 | 11.431 |
Consumer Cyclical | 7.970 | 10.811 |
Healthcare | 4.330 | 12.525 |
Real Estate | 3.590 | 3.819 |
Communication Services | 3.230 | 6.900 |
Consumer Defensive | 2.890 | 7.798 |
Energy | 2.000 | 3.944 |
Utilities | 1.130 | 3.713 |
Number of long holdings: 72
Number of short holdings: 12
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
International Bank for Reconstruction & Development 4.75% | - | 5.21 | - | - | |
UBS MSCI USA Socially Responsible | LU0629460089 | 3.87 | 204.75 | +1.29% | |
DPAM L - Bonds Emerging Markets Sustainable F | LU0907928062 | 3.71 | 151.280 | -0.53% | |
Kreditanstalt Fur Wiederaufbau 1.25% | - | 3.62 | - | - | |
Italy .25 15-Mar-2028 | IT0005433690 | 3.59 | 89.050 | -0.14% | |
Bundei 0,5% Ap30 Eur | DE0001030559 | 3.54 | 100.29 | 0.00% | |
International Bank for Reconstruction & Development 3.125% | - | 3.20 | - | - | |
Japan (Government Of) 0.9% | JP1201811N77 | 3.09 | - | - | |
Btpi-15st41 2,55% | IT0004545890 | 2.93 | 103.50 | -0.56% | |
Btp Italia Mg25 Eur | IT0005410912 | 2.79 | 98.855 | -0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mediobanca Social Impact C | 29.28M | 2.70 | 1.05 | - |
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