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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.540 | 2.980 | 0.440 |
Shares | 97.450 | 97.450 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.173 | 17.939 |
Price to Book | 3.230 | 2.970 |
Price to Sales | 2.202 | 2.162 |
Price to Cash Flow | 12.714 | 12.180 |
Dividend Yield | 1.658 | 2.060 |
5 Years Earnings Growth | 12.583 | 11.266 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.830 | 23.255 |
Financial Services | 17.670 | 15.824 |
Healthcare | 15.220 | 13.839 |
Consumer Cyclical | 10.230 | 10.529 |
Industrials | 9.930 | 11.700 |
Communication Services | 6.240 | 7.532 |
Consumer Defensive | 6.160 | 7.847 |
Basic Materials | 3.790 | 4.267 |
Energy | 3.640 | 3.677 |
Utilities | 1.270 | 2.668 |
Number of long holdings: 88
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.69 | 417.00 | +1.00% | |
Eli Lilly | US5324571083 | 2.96 | 748.01 | -0.25% | |
Amazon.com | US0231351067 | 2.89 | 197.12 | -0.64% | |
UnitedHealth | US91324P1021 | 2.78 | 590.87 | -1.11% | |
London Stock Exchange | GB00B0SWJX34 | 2.76 | 11,100.0 | +0.82% | |
Visa A | US92826C8394 | 2.46 | 309.92 | +0.01% | |
Ameriprise Financial | US03076C1062 | 2.44 | 572.07 | +0.33% | |
ServiceNow Inc | US81762P1021 | 2.33 | 1,060.60 | +1.29% | |
Danone | FR0000120644 | 2.22 | 65.46 | +1.52% | |
Costco | US22160K1051 | 2.03 | 964.01 | +0.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.59B | 24.08 | 6.31 | 11.73 | ||
UBS CH Vitainvest 50 World U | 4.35B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.38B | 20.41 | 4.96 | 9.21 | ||
UBS CH Institutional Fund 2 EquiSCB | 2.8B | 11.63 | -0.87 | 6.92 | ||
UBS CH Institutional Fund 2 EquiSCA | 2.8B | 11.47 | -1.07 | 6.69 |
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