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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 | 23.365 |
Price to Book | 3.251 | 4.567 |
Price to Sales | 2.441 | 3.495 |
Price to Cash Flow | 14.811 | 15.725 |
Dividend Yield | 1.779 | 1.299 |
5 Years Earnings Growth | 10.510 | 10.933 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.600 | 27.810 |
Financial Services | 17.580 | 14.977 |
Healthcare | 12.350 | 14.361 |
Industrials | 12.070 | 12.464 |
Consumer Cyclical | 11.750 | 12.444 |
Communication Services | 7.530 | 8.903 |
Consumer Defensive | 4.980 | 6.196 |
Energy | 3.570 | 2.575 |
Basic Materials | 2.650 | 3.756 |
Utilities | 2.320 | 2.381 |
Real Estate | 1.600 | 1.678 |
Number of long holdings: 89
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.92 | 497.45 | +1.05% | |
NVIDIA | US67066G1040 | 4.73 | 155.02 | +0.46% | |
Apple | US0378331005 | 4.02 | 201.00 | -0.28% | |
Amazon.com | US0231351067 | 3.89 | 217.12 | +2.42% | |
JPMorgan | US46625H1005 | 2.80 | 288.75 | +1.65% | |
Meta Platforms | US30303M1027 | 2.62 | 726.09 | +2.46% | |
Walmart | US9311421039 | 1.95 | 96.02 | -1.27% | |
Waste Management | US94106L1098 | 1.78 | 226.72 | -0.81% | |
Progressive | US7433151039 | 1.77 | 261.62 | +0.75% | |
Boston Scientific | US1011371077 | 1.77 | 104.58 | +0.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CH0565892822 | 8.05B | 24.78 | 8.16 | - | ||
Equities Emerging Markets Glo II IB | 4.88B | 8.69 | 4.67 | 3.74 | ||
Equities Emerging Markets Glo II IX | 4.88B | 8.73 | 4.82 | 3.92 | ||
Equities Emerging Markets GlobalIA1 | 619.22M | 4.49 | -1.21 | 3.64 | ||
Equities Emerging Markets Global IX | 619.22M | 4.70 | -0.36 | 4.67 |
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