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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.190 | 18.230 | 11.040 |
Shares | 46.770 | 49.250 | 2.480 |
Bonds | 37.940 | 38.170 | 0.230 |
Other | 8.100 | 8.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.512 | 17.423 |
Price to Book | 2.434 | 2.797 |
Price to Sales | 1.722 | 1.958 |
Price to Cash Flow | 11.323 | 11.315 |
Dividend Yield | 2.824 | 2.500 |
5 Years Earnings Growth | 8.618 | 9.540 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 19.310 | 19.566 |
Financial Services | 15.870 | 16.807 |
Industrials | 12.520 | 10.853 |
Consumer Defensive | 12.320 | 11.882 |
Technology | 11.480 | 16.097 |
Consumer Cyclical | 7.990 | 8.464 |
Real Estate | 6.520 | 3.085 |
Basic Materials | 5.650 | 5.593 |
Communication Services | 4.010 | 5.282 |
Energy | 2.490 | 2.576 |
Utilities | 1.830 | 1.648 |
Number of long holdings: 28
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Migros Bank (CH) Fds SwissStock I | CH0023406611 | 17.94 | - | - | |
Migros Bank (CH) Fds Ins CorpBd CHF I | CH0023406785 | 12.14 | - | - | |
Mi-Fonds CH Swiss Franc Bond I | CH0023406736 | 11.87 | 108.320 | -0.04% | |
Migros Bank (CH) Fds EuropeStock I | CH0023406645 | 9.12 | - | - | |
Migros Bank (CH) Fds SwissImmo I | CH0108312718 | 8.58 | - | - | |
Migros Bank (CH) Fds Ins NAStock I | CH0023406835 | 7.81 | - | - | |
Mi-Fonds CH Institutional - Government Bond CHF I | CH0023406819 | 5.68 | 100.600 | -0.17% | |
Migros Bank (CH) Fds SwissFrancBd M/T I | CH0023406777 | 4.48 | - | - | |
Mi-Fonds CH Institutional - Pacific Stock | CH0023406850 | 4.01 | 114.340 | +1.18% | |
Nordea 1 - Alpha 10 MA Fd HBI CHF | LU0772955935 | 2.04 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.02B | 15.34 | 7.49 | 12.79 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.25B | 14.71 | 6.35 | 9.94 | ||
UBS CH Vitainvest 50 World U | 4.42B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.26B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.25B | 8.10 | -1.28 | 7.33 |
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