![UBS lifts its 2025 gold price forecast. Here's the new target](https://i-invdn-com.investing.com/news/LYNXNPEB8N174_S.jpg)
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.960 | 5.960 | 0.000 |
Stocks | 93.240 | 93.240 | 0.000 |
Bonds | 0.800 | 0.800 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.114 | 12.611 |
Price to Book | 1.989 | 1.798 |
Price to Sales | 1.460 | 1.160 |
Price to Cash Flow | 8.920 | 7.754 |
Dividend Yield | 2.482 | 3.106 |
5 Years Earnings Growth | 15.892 | 9.792 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 35.800 | 18.604 |
Healthcare | 13.580 | 14.865 |
Communication Services | 11.190 | 8.754 |
Consumer Defensive | 9.620 | 9.523 |
Consumer Cyclical | 9.080 | 10.200 |
Industrials | 5.830 | 11.970 |
Basic Materials | 5.360 | 5.316 |
Energy | 4.870 | 5.787 |
Technology | 4.670 | 14.608 |
Number of long holdings: 45
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Heidelberg Materials | DE0006047004 | 5.00 | 146.250 | -0.03% | |
Alphabet A | US02079K3059 | 4.76 | 185.23 | -0.49% | |
Charles Schwab | US8085131055 | 4.65 | 80.34 | -1.51% | |
American Express | US0258161092 | 4.56 | 311.04 | +1.15% | |
Bank of NY Mellon | US0640581007 | 4.24 | 87.84 | +1.10% | |
Danone | FR0000120644 | 4.21 | 67.90 | +1.10% | |
Meta Platforms | US30303M1027 | 4.13 | 736.67 | +1.11% | |
Compass | GB00BD6K4575 | 3.97 | 2,813.00 | -0.81% | |
Berkshire Hathaway B | US0846707026 | 3.91 | 479.59 | -0.19% | |
Novartis | CH0012005267 | 3.83 | 95.57 | +0.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Artisan Global Value Fund Class A U | 4.97B | 7.56 | 8.45 | 8.00 | ||
Artisan Global Opportunities Fund u | 1.63B | 4.98 | 5.24 | 11.73 | ||
IE00BF2VV687 | 500.19M | 7.66 | 5.76 | - | ||
IE00BD5JHZ64 | 323.33M | 8.12 | 11.16 | - | ||
IE00BYQRBG58 | 236.24M | 4.49 | 5.40 | - |
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