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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.42 | 7.43 | 0.01 |
Shares | 92.58 | 92.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.58 | 17.05 |
Price to Book | 2.03 | 2.51 |
Price to Sales | 1.91 | 1.89 |
Price to Cash Flow | 10.92 | 10.74 |
Dividend Yield | 1.95 | 2.50 |
5 Years Earnings Growth | 11.09 | 9.57 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.85 | 18.63 |
Financial Services | 18.75 | 18.35 |
Industrials | 18.61 | 13.92 |
Healthcare | 13.70 | 9.90 |
Consumer Cyclical | 9.66 | 10.20 |
Basic Materials | 4.92 | 5.00 |
Communication Services | 4.52 | 7.35 |
Real Estate | 3.35 | 3.91 |
Energy | 3.26 | 3.96 |
Consumer Defensive | 2.31 | 6.94 |
Utilities | 0.06 | 3.02 |
Number of long holdings: 32
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alma Eikoh Japan L-Cap Eq I GBP | LU1152097108 | 8.00 | - | - | |
Waverton Asia Pacific A GBP | IE00B0NLMR01 | 6.22 | 36.670 | -1.05% | |
Berkshire Hathaway B | US0846707026 | 5.14 | 492.42 | +0.74% | |
Microsoft | US5949181045 | 5.05 | 513.58 | +0.39% | |
Union Pacific | US9078181081 | 4.28 | 226.04 | +0.89% | |
American Tower | US03027X1000 | 3.90 | 191.29 | -0.09% | |
Amazon.com | US0231351067 | 3.64 | 213.04 | -0.67% | |
Honeywell | US4385161066 | 3.56 | 202.96 | -0.10% | |
Visa A | US92826C8394 | 3.36 | 341.89 | +1.94% | |
Alphabet A | US02079K3059 | 3.20 | 253.30 | +0.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SVS Cornelian Growth D Acc | 244.37M | 6.77 | 9.18 | 6.58 | ||
SVS Cornelian Growth D Inc | 244.37M | 6.78 | 9.39 | 6.65 | ||
The Pendennis GBP Inc | 70.03M | 8.54 | 13.87 | 9.41 |
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