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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.280 | 2.650 | 0.370 |
Shares | 97.720 | 97.720 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.996 | 23.606 |
Price to Book | 3.251 | 4.558 |
Price to Sales | 2.441 | 3.518 |
Price to Cash Flow | 14.811 | 15.605 |
Dividend Yield | 1.779 | 1.301 |
5 Years Earnings Growth | 10.510 | 10.722 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.600 | 27.791 |
Financial Services | 17.580 | 15.091 |
Healthcare | 12.350 | 14.050 |
Industrials | 12.070 | 12.427 |
Consumer Cyclical | 11.750 | 12.459 |
Communication Services | 7.530 | 9.049 |
Consumer Defensive | 4.980 | 6.144 |
Energy | 3.570 | 2.514 |
Basic Materials | 2.650 | 3.792 |
Utilities | 2.320 | 2.391 |
Real Estate | 1.600 | 1.676 |
Number of long holdings: 89
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.92 | 495.94 | -0.30% | |
NVIDIA | US67066G1040 | 4.73 | 157.75 | +1.76% | |
Apple | US0378331005 | 4.02 | 201.08 | +0.04% | |
Amazon.com | US0231351067 | 3.89 | 223.30 | +2.85% | |
JPMorgan | US46625H1005 | 2.80 | 287.11 | -0.57% | |
Meta Platforms | US30303M1027 | 2.62 | 733.63 | +1.04% | |
Walmart | US9311421039 | 1.95 | 97.27 | +1.30% | |
Waste Management | US94106L1098 | 1.78 | 228.26 | +0.68% | |
Progressive | US7433151039 | 1.77 | 263.99 | +0.91% | |
Boston Scientific | US1011371077 | 1.77 | 106.53 | +1.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0565892822 | 8.13B | 1.01 | 14.26 | - | ||
Equities Emerging Markets Glo II IB | 4.95B | 8.69 | 4.67 | 3.74 | ||
Equities Emerging Markets Glo II IX | 4.95B | 8.73 | 4.82 | 3.92 | ||
Equities Emerging Markets GlobalIA1 | 628.12M | 10.54 | 2.63 | 4.04 | ||
Equities Emerging Markets Global IX | 628.12M | 10.92 | 3.51 | 5.07 |
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