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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.780 | 0.920 | 0.140 |
Shares | 99.220 | 99.220 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.039 | 17.704 |
Price to Book | 3.033 | 2.842 |
Price to Sales | 2.242 | 2.000 |
Price to Cash Flow | 12.146 | 11.585 |
Dividend Yield | 1.854 | 2.107 |
5 Years Earnings Growth | 10.659 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.430 | 22.026 |
Financial Services | 17.230 | 15.447 |
Healthcare | 12.380 | 14.371 |
Consumer Cyclical | 11.550 | 10.760 |
Industrials | 10.550 | 12.071 |
Communication Services | 8.020 | 7.227 |
Consumer Defensive | 6.290 | 8.415 |
Basic Materials | 2.970 | 4.361 |
Energy | 2.930 | 4.010 |
Utilities | 1.640 | 2.548 |
Number of long holdings: 84
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.90 | 406.66 | +2.22% | |
NVIDIA | US67066G1040 | 6.75 | 887.83 | +3.46% | |
Amazon.com | US0231351067 | 5.53 | 186.24 | +0.82% | |
Apple | US0378331005 | 3.77 | 183.36 | +5.97% | |
Broadcom | US11135F1012 | 3.69 | 1,278.11 | +3.19% | |
Mastercard | US57636Q1040 | 2.75 | 443.61 | +0.57% | |
Meta Platforms | US30303M1027 | 2.66 | 452.05 | +2.35% | |
Alphabet A | US02079K3059 | 2.64 | 167.21 | +0.35% | |
Elevance Health | US0367521038 | 2.19 | 527.01 | +0.27% | |
Boston Scientific | US1011371077 | 2.08 | 72.86 | +1.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9B | 18.17 | 9.14 | 13.09 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.13B | 16.91 | 7.54 | 10.23 | ||
UBS CH Vitainvest 50 World U | 4.32B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.17B | 18.12 | 8.92 | 12.85 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.35B | 11.77 | 0.06 | 7.48 |
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