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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.470 | 1.470 | 0.000 |
Shares | 98.530 | 98.530 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.752 | 18.741 |
Price to Book | 2.055 | 3.072 |
Price to Sales | 1.359 | 2.284 |
Price to Cash Flow | 7.883 | 12.188 |
Dividend Yield | 2.967 | 2.038 |
5 Years Earnings Growth | 10.110 | 9.709 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.370 | 24.539 |
Financial Services | 14.900 | 16.878 |
Healthcare | 14.150 | 12.057 |
Consumer Cyclical | 11.020 | 10.309 |
Industrials | 9.820 | 12.127 |
Consumer Defensive | 7.630 | 7.282 |
Communication Services | 6.570 | 8.148 |
Energy | 5.460 | 3.331 |
Basic Materials | 4.280 | 3.933 |
Utilities | 3.200 | 2.533 |
Real Estate | 2.590 | 2.760 |
Number of long holdings: 219
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (LU) EF Syst Resp USA NT | LU1900091650 | 4.15 | - | - | |
Apple | US0378331005 | 3.80 | 232.56 | +0.90% | |
Microsoft | US5949181045 | 3.80 | 509.64 | +0.57% | |
UnitedHealth | US91324P1021 | 1.49 | 302.29 | -0.52% | |
Eli Lilly | US5324571083 | 1.10 | 731.96 | -0.30% | |
AbbVie | US00287Y1091 | 1.08 | 207.92 | -0.07% | |
Merck&Co | US58933Y1055 | 1.08 | 83.21 | -1.02% | |
Visa A | US92826C8394 | 1.07 | 349.86 | -0.14% | |
Coca-Cola | US1912161007 | 1.05 | 68.36 | -0.68% | |
Amazon.com | US0231351067 | 1.02 | 231.60 | +1.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto LU Portfolio Fund Greena | 2.5B | 0.89 | 3.92 | 3.93 | ||
Swisscanto LU Portfolio Fund Greenb | 2.5B | 0.89 | 3.92 | 3.93 | ||
SWPortfolio Fund Balanced EUR A | 287.73M | 1.77 | 5.06 | 3.17 | ||
SWPortfolio Fund Balanced EUR B | 287.73M | 1.76 | 5.06 | 3.17 | ||
SWPortfolio Fund Balanced EUR R | 287.73M | 2.09 | 5.64 | 3.74 |
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