Please try another search
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 | 17.941 |
Price to Book | 3.230 | 2.920 |
Price to Sales | 2.202 | 2.143 |
Price to Cash Flow | 12.714 | 12.065 |
Dividend Yield | 1.658 | 2.069 |
5 Years Earnings Growth | 12.583 | 11.277 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.830 | 22.848 |
Financial Services | 17.670 | 15.732 |
Healthcare | 15.220 | 14.043 |
Consumer Cyclical | 10.230 | 10.485 |
Industrials | 9.930 | 11.834 |
Communication Services | 6.240 | 7.493 |
Consumer Defensive | 6.160 | 8.071 |
Basic Materials | 3.790 | 4.328 |
Energy | 3.640 | 3.775 |
Utilities | 1.270 | 2.689 |
Number of long holdings: 88
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.69 | 426.59 | +0.33% | |
Eli Lilly | US5324571083 | 2.96 | 788.44 | -2.88% | |
Amazon.com | US0231351067 | 2.89 | 211.70 | -1.12% | |
UnitedHealth | US91324P1021 | 2.78 | 589.78 | -2.66% | |
London Stock Exchange | GB00B0SWJX34 | 2.76 | 10,640.0 | -0.19% | |
Visa A | US92826C8394 | 2.46 | 308.11 | -0.44% | |
Ameriprise Financial | US03076C1062 | 2.44 | 562.69 | +0.50% | |
ServiceNow Inc | US81762P1021 | 2.33 | 1,045.74 | +0.02% | |
Danone | FR0000120644 | 2.22 | 65.28 | +1.21% | |
Costco | US22160K1051 | 2.03 | 924.44 | -1.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.66B | 21.91 | 7.35 | 11.88 | ||
UBS CH Vitainvest 50 World U | 4.38B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.41B | 20.41 | 4.96 | 9.21 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.92B | 11.68 | -0.82 | 6.98 | ||
UBS CH Institutional Fund 2 EquiSCB | 2.92B | 11.63 | -0.87 | 6.92 |
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