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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.340 | 100.340 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.358 | 17.920 |
Price to Book | 3.152 | 3.008 |
Price to Sales | 2.298 | 2.197 |
Price to Cash Flow | 13.574 | 12.283 |
Dividend Yield | 1.906 | 2.054 |
5 Years Earnings Growth | 10.326 | 11.330 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.290 | 23.503 |
Financial Services | 15.190 | 16.132 |
Healthcare | 10.830 | 13.547 |
Consumer Cyclical | 10.140 | 10.463 |
Industrials | 10.020 | 11.592 |
Communication Services | 8.150 | 7.639 |
Consumer Defensive | 5.950 | 7.797 |
Energy | 4.120 | 3.648 |
Basic Materials | 3.170 | 4.138 |
Utilities | 2.800 | 2.726 |
Real Estate | 2.350 | 2.814 |
Number of long holdings: 120
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (CH) IPF I IEF USA ST USD | CH0414225430 | 75.58 | - | - | |
SWC (CH) IEF Europe ex CH NT CHF | CH0117044658 | 12.91 | - | - | |
SWC (CH) IPF I IEF Japan ST | CH0512828978 | 5.35 | - | - | |
SWC (CH) IEF Pacific ex Japan NT CHF | CH0117044831 | 2.73 | - | - | |
E-mini S&P 500 Future Dec 24 | - | 0.78 | - | - | |
RBC | CA7800871021 | 0.25 | 120.72 | +0.84% | |
Shopify Inc | CA82509L1076 | 0.20 | 108.95 | +1.76% | |
Toronto Dominion Bank | CA8911605092 | 0.14 | 75.03 | +1.12% | |
Enbridge | CA29250N1050 | 0.13 | 41.37 | +1.62% | |
Brookfield | CA11271J1075 | 0.12 | 56.09 | +1.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto CH IPF I Index Equity Fu | 7.4B | 20.50 | 5.19 | 9.24 | ||
Swisscanto CH IPF III Index EquAST | 5.9B | 20.18 | 4.77 | 8.87 | ||
CH0296590281 | 2.54B | 14.77 | 4.71 | - | ||
CH0315621927 | 1.83B | 12.15 | -3.13 | - | ||
Swisscanto CH Equity Fund NachhaltN | 1.02B | 28.41 | 5.05 | 10.85 |
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