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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.000 | 3.000 | 0.000 |
Shares | 96.260 | 96.280 | 0.020 |
Bonds | 0.730 | 0.730 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.713 | 18.205 |
Price to Book | 3.846 | 3.041 |
Price to Sales | 3.239 | 2.237 |
Price to Cash Flow | 14.916 | 12.229 |
Dividend Yield | 1.532 | 2.036 |
5 Years Earnings Growth | 10.780 | 10.536 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.890 | 23.730 |
Financial Services | 16.110 | 16.790 |
Consumer Cyclical | 14.120 | 10.618 |
Healthcare | 10.500 | 13.068 |
Industrials | 9.470 | 11.567 |
Communication Services | 8.920 | 7.908 |
Consumer Defensive | 7.340 | 7.498 |
Basic Materials | 3.110 | 3.965 |
Energy | 3.080 | 3.503 |
Real Estate | 2.280 | 2.745 |
Utilities | 2.170 | 2.540 |
Number of long holdings: 100
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.79 | 208.37 | +1.84% | |
Microsoft | US5949181045 | 4.21 | 387.30 | +3.45% | |
NVIDIA | US67066G1040 | 3.66 | 106.43 | +3.62% | |
Amazon.com | US0231351067 | 3.14 | 186.54 | +3.29% | |
Meta Platforms | US30303M1027 | 2.81 | 533.15 | +2.48% | |
JPMorgan | US46625H1005 | 2.61 | 244.64 | +1.56% | |
Bank of America | US0605051046 | 2.03 | 39.58 | +2.14% | |
Wells Fargo&Co | US9497461015 | 1.90 | 69.51 | +2.31% | |
Parker-Hannifin | US7010941042 | 1.87 | 596.81 | +2.75% | |
SAP | DE0007164600 | 1.82 | 241.150 | -0.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal Vorsorge | 19.37B | 25.08 | 4.54 | - | ||
UniGlobal | 16.33B | 24.77 | 8.77 | 11.68 | ||
PrivatFonds: Kontrolliert | 14.7B | -1.31 | 1.77 | 1.02 | ||
UniFavorit: Aktien | 10.76B | 29.92 | 9.96 | 11.37 | ||
UniFavorit: Aktien I | 10.76B | -8.22 | 8.66 | 9.47 |
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