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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.120 | 1.410 | 1.290 |
Shares | 99.800 | 99.800 | 0.000 |
Other | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.774 | 18.283 |
Price to Book | 3.167 | 3.061 |
Price to Sales | 2.337 | 2.247 |
Price to Cash Flow | 13.326 | 12.317 |
Dividend Yield | 1.872 | 2.027 |
5 Years Earnings Growth | 10.464 | 10.580 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.790 | 23.815 |
Financial Services | 15.910 | 16.698 |
Consumer Cyclical | 11.200 | 10.673 |
Healthcare | 10.110 | 13.053 |
Industrials | 9.990 | 11.552 |
Communication Services | 8.810 | 7.933 |
Consumer Defensive | 5.680 | 7.490 |
Energy | 3.830 | 3.478 |
Basic Materials | 2.940 | 3.954 |
Utilities | 2.620 | 2.530 |
Real Estate | 2.120 | 2.747 |
Number of long holdings: 120
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (CH) IPF I IEF USA ST USD | CH0414225430 | 74.30 | - | - | |
SWC (CH) IEF Europe ex CH NT CHF | CH0117044658 | 13.90 | - | - | |
SWC (CH) IPF I IEF Japan ST | CH0512828978 | 5.33 | - | - | |
SWC (CH) IEF Pacific ex Japan NT CHF | CH0117044831 | 2.61 | - | - | |
E-mini S&P 500 Future Mar 25 | - | 0.29 | - | - | |
RBC | CA7800871021 | 0.24 | 116.24 | +0.54% | |
Shopify Inc | CA82509L1076 | 0.19 | 83.65 | -0.37% | |
Toronto Dominion Bank | CA8911605092 | 0.15 | 83.98 | +0.21% | |
Enbridge | CA29250N1050 | 0.13 | 45.37 | +1.79% | |
Brookfield | CA11271J1075 | 0.11 | 49.70 | +1.78% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto CH IPF I Index Equity Fu | 6.71B | -4.92 | 6.68 | 8.99 | ||
Swisscanto CH IPF III Index EquAST | 5.99B | 28.59 | 6.60 | 9.22 | ||
CH0296590281 | 2.26B | 3.48 | 7.85 | - | ||
CH0315621927 | 1.47B | 15.21 | -2.36 | - | ||
Swisscanto CH Equity Fund NachhaltN | 815.93M | -5.68 | 4.72 | 10.21 |
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