
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.430 | 2.890 | 2.460 |
Shares | 98.980 | 98.980 | 0.000 |
Other | 0.600 | 0.600 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.163 | 18.283 |
Price to Book | 2.881 | 3.061 |
Price to Sales | 2.022 | 2.247 |
Price to Cash Flow | 11.829 | 12.317 |
Dividend Yield | 2.003 | 2.027 |
5 Years Earnings Growth | 9.922 | 10.580 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.690 | 23.815 |
Financial Services | 16.160 | 16.698 |
Consumer Cyclical | 10.910 | 10.673 |
Healthcare | 10.850 | 13.053 |
Communication Services | 9.070 | 7.933 |
Industrials | 8.500 | 11.552 |
Consumer Defensive | 5.630 | 7.490 |
Energy | 3.700 | 3.478 |
Basic Materials | 3.560 | 3.954 |
Real Estate | 2.490 | 2.747 |
Utilities | 2.440 | 2.530 |
Number of long holdings: 172
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (LU) EF Syst AI Resp Sm Cap ST CHF | LU2954325788 | 5.38 | - | - | |
Apple | US0378331005 | 4.48 | 196.87 | +1.34% | |
NVIDIA | US67066G1040 | 4.06 | 101.49 | -2.93% | |
Amazon.com | US0231351067 | 3.07 | 172.60 | -0.99% | |
Microsoft | US5949181045 | 3.06 | 367.84 | -1.01% | |
Meta Platforms | US30303M1027 | 2.41 | 501.63 | -0.14% | |
E-mini S&P 500 Future Mar 25 | - | 2.20 | - | - | |
Alphabet A | US02079K3059 | 2.13 | 151.21 | -1.38% | |
AbbVie | US00287Y1091 | 1.06 | 172.99 | +0.76% | |
Cisco | US17275R1023 | 0.92 | 55.75 | -0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto LU Portfolio Fund Greena | 2.32B | -3.68 | 1.12 | 3.12 | ||
Swisscanto LU Portfolio Fund Greenb | 2.32B | -3.68 | 1.12 | 3.12 | ||
SWPortfolio Fund Balanced EUR A | 263.35M | 2.50 | 4.22 | 3.23 | ||
SWPortfolio Fund Balanced EUR B | 263.35M | 2.49 | 4.22 | 3.23 | ||
SWPortfolio Fund Balanced EUR R | 263.35M | 2.59 | 4.80 | 3.77 |
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