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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 | 18.555 |
Price to Book | 2.055 | 3.049 |
Price to Sales | 1.359 | 2.263 |
Price to Cash Flow | 7.883 | 12.102 |
Dividend Yield | 2.967 | 2.053 |
5 Years Earnings Growth | 10.110 | 9.706 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.370 | 24.244 |
Financial Services | 14.900 | 16.948 |
Healthcare | 14.150 | 12.194 |
Consumer Cyclical | 11.020 | 10.431 |
Industrials | 9.820 | 12.082 |
Consumer Defensive | 7.630 | 7.372 |
Communication Services | 6.570 | 8.126 |
Energy | 5.460 | 3.343 |
Basic Materials | 4.280 | 3.948 |
Utilities | 3.200 | 2.504 |
Real Estate | 2.590 | 2.775 |
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 | 202.38 | -2.50% | |
Microsoft | US5949181045 | 3.80 | 524.11 | -1.76% | |
UnitedHealth | US91324P1021 | 1.49 | 237.77 | -4.72% | |
Eli Lilly | US5324571083 | 1.10 | 762.33 | +3.01% | |
AbbVie | US00287Y1091 | 1.08 | 195.22 | +3.28% | |
Merck&Co | US58933Y1055 | 1.08 | 79.29 | +1.50% | |
Visa A | US92826C8394 | 1.07 | 339.35 | -1.77% | |
Coca-Cola | US1912161007 | 1.05 | 68.86 | +1.43% | |
Amazon.com | US0231351067 | 1.02 | 214.75 | -8.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto LU Portfolio Fund Greena | 2.49B | -1.11 | 5.34 | 3.82 | ||
Swisscanto LU Portfolio Fund Greenb | 2.49B | -1.10 | 5.34 | 3.82 | ||
SWPortfolio Fund Balanced EUR A | 285.82M | 0.33 | 6.29 | 3.16 | ||
SWPortfolio Fund Balanced EUR B | 285.82M | 0.33 | 6.30 | 3.16 | ||
SWPortfolio Fund Balanced EUR R | 285.82M | 0.60 | 6.88 | 3.72 |
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