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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.290 | 3.180 | 2.890 |
Shares | 99.710 | 99.710 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.803 | 18.060 |
Price to Book | 2.787 | 3.033 |
Price to Sales | 2.148 | 2.215 |
Price to Cash Flow | 11.834 | 12.350 |
Dividend Yield | 2.307 | 2.039 |
5 Years Earnings Growth | 9.571 | 11.216 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.680 | 23.637 |
Financial Services | 15.580 | 16.212 |
Healthcare | 10.870 | 13.427 |
Consumer Cyclical | 10.640 | 10.492 |
Industrials | 9.140 | 11.557 |
Communication Services | 8.350 | 7.667 |
Consumer Defensive | 5.750 | 7.751 |
Energy | 4.210 | 3.626 |
Basic Materials | 3.530 | 4.096 |
Utilities | 2.170 | 2.684 |
Real Estate | 2.080 | 2.802 |
Number of long holdings: 189
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.07 | 236.85 | -2.41% | |
NVIDIA | US67066G1040 | 3.89 | 135.91 | -3.00% | |
SWC (LU) EF Syst Resp USA NT | LU1900091650 | 3.48 | - | - | |
Microsoft | US5949181045 | 3.29 | 418.95 | -1.32% | |
E-mini S&P 500 Future Dec 24 | - | 2.11 | - | - | |
Amazon.com | US0231351067 | 1.97 | 218.94 | -1.44% | |
Alphabet A | US02079K3059 | 1.85 | 192.04 | -0.98% | |
Meta Platforms | US30303M1027 | 1.82 | 615.86 | +0.84% | |
J&J | US4781601046 | 1.03 | 142.06 | -0.15% | |
Salesforce Inc | US79466L3024 | 1.00 | 317.85 | -2.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SWPortfolio Fund Yield R | 597.7M | 6.27 | -1.42 | 1.17 | ||
SWEquity Fund Selection Intl B | 164.42M | 28.71 | 8.76 | 7.27 |
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