Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 4.460 | 4.460 | 0.000 |
| Shares | 95.540 | 95.540 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 24.007 | 18.583 |
| Price to Book | 4.615 | 3.119 |
| Price to Sales | 3.093 | 2.343 |
| Price to Cash Flow | 17.087 | 12.373 |
| Dividend Yield | 1.175 | 1.986 |
| 5 Years Earnings Growth | 9.924 | 9.673 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 28.730 | 24.921 |
| Industrials | 14.390 | 12.100 |
| Financial Services | 11.960 | 16.721 |
| Communication Services | 9.840 | 8.328 |
| Consumer Cyclical | 7.930 | 10.331 |
| Healthcare | 7.090 | 12.016 |
| Consumer Defensive | 6.640 | 6.987 |
| Basic Materials | 6.540 | 3.985 |
| Energy | 3.060 | 3.258 |
| Utilities | 2.120 | 2.494 |
| Real Estate | 1.680 | 2.745 |
Number of long holdings: 110
Number of short holdings: 0
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 8.22 | 177.82 | -2.59% | |
| Microsoft | US5949181045 | 5.50 | 476.99 | +0.63% | |
| Apple | US0378331005 | 4.11 | 276.97 | +0.38% | |
| Meta Platforms | US30303M1027 | 3.15 | 636.22 | +3.78% | |
| JPMorgan | US46625H1005 | 2.08 | 303.00 | +1.68% | |
| Alphabet C | US02079K1079 | 1.79 | 323.64 | +1.62% | |
| Amazon.com | US0231351067 | 1.77 | 229.67 | +1.50% | |
| Tesla | US88160R1014 | 1.70 | 419.40 | +0.39% | |
| Welltower | US95040Q1040 | 1.58 | 204.59 | +1.13% | |
| ASML Holding | NL0010273215 | 1.46 | 860.30 | +0.17% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| UniGlobal Vorsorge | 23.23B | 25.08 | 4.54 | - | ||
| UniGlobal I | 21.37B | 4.90 | 15.04 | 11.38 | ||
| UniGlobal | 21.37B | 0.52 | 15.44 | 11.35 | ||
| PrivatFonds: Kontrolliert | 15.55B | 4.98 | 7.40 | 1.87 | ||
| UniFavorit: Aktien I | 13.44B | 3.70 | 15.52 | 10.91 |
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