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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.810 | 16.500 | 12.690 |
Shares | 46.800 | 48.780 | 1.980 |
Bonds | 40.630 | 42.270 | 1.640 |
Convertible | 0.120 | 0.120 | 0.000 |
Other | 8.640 | 8.640 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.533 | 17.681 |
Price to Book | 2.772 | 2.939 |
Price to Sales | 2.180 | 2.127 |
Price to Cash Flow | 13.157 | 11.876 |
Dividend Yield | 2.723 | 2.446 |
5 Years Earnings Growth | 8.343 | 9.655 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 20.850 | 19.052 |
Financial Services | 19.290 | 17.885 |
Technology | 11.830 | 17.341 |
Consumer Defensive | 11.820 | 10.183 |
Industrials | 11.700 | 11.205 |
Real Estate | 7.620 | 3.123 |
Consumer Cyclical | 5.580 | 8.559 |
Basic Materials | 5.180 | 5.100 |
Communication Services | 4.050 | 5.268 |
Utilities | 1.100 | 1.749 |
Energy | 0.990 | 2.239 |
Number of long holdings: 386
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Migros Bank (CH) Fds SwissImmo I | CH0108312718 | 9.01 | - | - | |
Migros Bank (CH) Fds Ins SwissStc Sus I | CH0363485803 | 7.47 | - | - | |
Mi-Fonds CH Institutional - Government Bond CHF I | CH0023406819 | 5.42 | 102.370 | +0.14% | |
iShares MSCI Europe SRI UCITS ETF EUR | IE00B52VJ196 | 5.41 | 69.58 | +1.19% | |
Migros Bank (CH) Fds Ins EuropeStc Sus I | CH0363485829 | 4.81 | - | - | |
Migros Bank (CH) Fds Ins CorBdDoCHFSus I | CH0363485696 | 4.49 | - | - | |
Migros Bank (CH) Fds Ins NAStock Sust I | CH0363485837 | 4.30 | - | - | |
Migros Bank (CH) Fds Ins PacificStcSus I | CH0363485860 | 3.40 | - | - | |
Migros Bank (CH) Fds Ins ForBd CHF Sus I | CH0363485753 | 2.61 | - | - | |
iShares Sust MSCI EM SRI | IE00BYVJRP78 | 2.37 | 7.179 | -0.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.62B | -8.33 | 8.85 | 11.24 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.57B | -4.96 | 8.09 | 9.03 | ||
UBS CH Vitainvest 50 World U | 4.24B | -0.18 | 1.45 | 2.14 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.94B | -7.15 | 1.56 | 5.82 | ||
UBS CH Institutional Fund 2 EquiSCB | 2.94B | -7.17 | 1.50 | 5.76 |
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