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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.620 | 1.620 | 0.000 |
Shares | 26.790 | 26.790 | 0.000 |
Bonds | 61.940 | 61.940 | 0.000 |
Other | 9.650 | 9.650 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.095 | 16.775 |
Price to Book | 3.642 | 2.544 |
Price to Sales | 2.435 | 1.826 |
Price to Cash Flow | 14.055 | 10.631 |
Dividend Yield | 2.104 | 2.767 |
5 Years Earnings Growth | 8.559 | 9.565 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 25.040 | 18.905 |
Technology | 16.380 | 16.276 |
Financial Services | 13.540 | 15.714 |
Consumer Defensive | 10.960 | 10.853 |
Industrials | 10.960 | 10.660 |
Consumer Cyclical | 8.120 | 9.516 |
Basic Materials | 5.800 | 5.597 |
Communication Services | 5.420 | 5.208 |
Real Estate | 1.530 | 4.207 |
Energy | 1.340 | 3.252 |
Utilities | 0.920 | 9.125 |
Number of long holdings: 293
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Goldbarren Standard 995 Fein Oder Besser | - | 1.90 | - | - | |
Novartis | CH0012005267 | 1.87 | 92.96 | +1.90% | |
Nestle | CH0038863350 | 1.86 | 95.56 | +1.51% | |
Switzerland 30Y | CH0024524966 | 1.66 | 0.740 | -6.33% | |
Switzerland (Government Of) 0.5% | CH0224397171 | 1.57 | - | - | |
UBS CH Property Swiss Mixed Sima | CH0014420878 | 1.49 | 130.50 | +0.38% | |
Pfandbriefbank schweizerischer Hypothekarinstitute AG 0.25% | CH0360172768 | 1.48 | - | - | |
Switzerland (Government Of) 0% | CH0224397346 | 1.30 | - | - | |
Pfandbriefbank schweizerischer Hypothekarinstitute AG 1.875% | CH0117076379 | 1.30 | - | - | |
Roche Holding Participation | CH0012032048 | 1.30 | 231.00 | +1.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MobiFonds 3a Plus B | 388.21M | 6.13 | 0.92 | 3.50 | ||
MobiFonds Select 90 B | 240.38M | 9.18 | 1.67 | 5.63 | ||
CH0484059214 | 240.38M | 9.43 | 1.82 | - |
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