
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.260 | 4.180 | 3.920 |
Shares | 99.330 | 99.330 | 0.000 |
Other | 0.410 | 0.410 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.991 | 18.894 |
Price to Book | 3.187 | 3.087 |
Price to Sales | 2.022 | 2.305 |
Price to Cash Flow | 11.810 | 12.230 |
Dividend Yield | 1.894 | 2.015 |
5 Years Earnings Growth | 8.535 | 9.802 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.000 | 24.579 |
Financial Services | 16.650 | 16.898 |
Consumer Cyclical | 10.280 | 10.331 |
Industrials | 9.950 | 12.105 |
Healthcare | 9.080 | 12.033 |
Communication Services | 7.880 | 8.241 |
Consumer Defensive | 5.740 | 7.198 |
Energy | 3.400 | 3.304 |
Basic Materials | 3.270 | 3.933 |
Utilities | 2.490 | 2.501 |
Real Estate | 2.270 | 2.796 |
Number of long holdings: 182
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (LU) EF Syst AI Cmtt Sm Caps ST CHF | LU2954325788 | 5.35 | - | - | |
NVIDIA | US67066G1040 | 4.54 | 187.62 | -0.67% | |
Microsoft | US5949181045 | 3.87 | 517.35 | +0.31% | |
E-mini S&P 500 Future Sept 25 | - | 3.66 | - | - | |
Apple | US0378331005 | 3.16 | 258.02 | +0.35% | |
Amazon.com | US0231351067 | 2.55 | 219.51 | -1.30% | |
Meta Platforms | US30303M1027 | 2.33 | 710.56 | -2.27% | |
Alphabet A | US02079K3059 | 1.44 | 245.35 | -0.14% | |
Palantir | US69608A1088 | 0.97 | 173.07 | -7.47% | |
J&J | US4781601046 | 0.97 | 188.64 | +1.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0999466526 | 879.26M | 0.69 | 2.93 | 2.15 | ||
LU0112803316 | 879.26M | 0.36 | 2.36 | 1.61 | ||
LU0161534606 | 879.26M | 0.37 | 2.36 | 1.61 | ||
LU0112800569 | 577.85M | 0.11 | 1.33 | 0.66 | ||
LU0161539233 | 577.85M | 0.10 | 1.33 | 0.66 |
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