Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.040 | 8.520 | 4.480 |
Shares | 48.170 | 48.170 | 0.000 |
Bonds | 47.790 | 47.790 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.570 | 17.406 |
Price to Book | 3.701 | 2.791 |
Price to Sales | 2.379 | 1.956 |
Price to Cash Flow | 15.625 | 11.304 |
Dividend Yield | 1.981 | 2.503 |
5 Years Earnings Growth | 8.278 | 9.543 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 24.080 | 19.553 |
Technology | 18.310 | 16.134 |
Financial Services | 16.840 | 16.806 |
Industrials | 14.450 | 10.856 |
Consumer Defensive | 8.170 | 11.875 |
Consumer Cyclical | 8.150 | 8.428 |
Basic Materials | 6.560 | 5.598 |
Communication Services | 2.820 | 5.290 |
Utilities | 0.630 | 1.649 |
Number of long holdings: 217
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 2.53 | 96.62 | +1.26% | |
Novartis | CH0012005267 | 2.14 | 93.37 | +0.81% | |
Roche Holding Participation | CH0012032048 | 1.79 | 237.10 | +0.98% | |
Eurofima 2.875% | CH0020469075 | 1.76 | - | - | |
Microsoft Corp | - | 1.66 | - | - | |
Pfandbriefzentrale der schweizerischen Kantonalbanken AG 1.25% | CH0189069732 | 1.62 | - | - | |
Zuercher Kantonalbank 0.25% | CH0373476677 | 1.59 | - | - | |
NVIDIA Corp | - | 1.44 | - | - | |
Switzerland 20Y | CH0015803239 | 1.41 | 0.685 | -5.52% | |
Zurich Insurance Group | CH0011075394 | 1.26 | 471.00 | +0.41% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto CH IPF I Index Equity Fu | 6.41B | 10.60 | 8.37 | 9.76 | ||
Swisscanto CH IPF III Index EquAST | 3.88B | 10.63 | 7.97 | 9.33 | ||
Swisscanto CH IPF I Index Equity CH | 2.36B | 14.70 | 6.38 | 9.88 | ||
CH0315621927 | 1.94B | 9.13 | -6.73 | - | ||
CH0011792451 | 869.37M | -19.58 | 1.16 | 7.27 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review