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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.520 | 4.510 | 3.990 |
Shares | 99.260 | 99.260 | 0.000 |
Other | 0.220 | 0.220 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.255 | 17.901 |
Price to Book | 2.608 | 2.969 |
Price to Sales | 1.783 | 2.199 |
Price to Cash Flow | 10.214 | 11.852 |
Dividend Yield | 2.247 | 2.077 |
5 Years Earnings Growth | 8.609 | 10.075 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.610 | 23.529 |
Financial Services | 16.690 | 16.945 |
Healthcare | 10.940 | 12.932 |
Consumer Cyclical | 10.860 | 10.485 |
Industrials | 9.880 | 11.820 |
Communication Services | 8.020 | 7.932 |
Consumer Defensive | 5.860 | 7.530 |
Energy | 3.680 | 3.478 |
Basic Materials | 3.400 | 3.984 |
Utilities | 2.620 | 2.583 |
Real Estate | 2.430 | 2.760 |
Number of long holdings: 191
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (LU) EF Syst AI Cmtt Sm Caps ST CHF | LU2954325788 | 5.32 | - | - | |
E-mini S&P 500 Future June 25 | - | 3.88 | - | - | |
Apple | US0378331005 | 3.64 | 203.92 | +1.64% | |
Microsoft | US5949181045 | 3.13 | 470.38 | +0.58% | |
NVIDIA | US67066G1040 | 2.99 | 141.72 | +1.24% | |
Alphabet A | US02079K3059 | 2.04 | 173.68 | +3.25% | |
Amazon.com | US0231351067 | 1.76 | 213.57 | +2.72% | |
Meta Platforms | US30303M1027 | 1.72 | 697.71 | +1.91% | |
J&J | US4781601046 | 1.01 | 155.03 | +0.89% | |
AbbVie | US00287Y1091 | 0.96 | 189.83 | +1.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SWPortfolio Fund Yield R | 579.99M | -1.69 | 0.23 | 0.90 | ||
SWEquity Fund Selection Intl B | 134.55M | -10.44 | 5.36 | 5.93 |
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