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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.810 | 6.650 | 4.840 |
Stocks | 75.110 | 75.960 | 0.850 |
Bonds | 19.680 | 19.740 | 0.060 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 3.370 | 3.420 | 0.050 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.529 | 16.134 |
Price to Book | 2.976 | 2.553 |
Price to Sales | 2.049 | 1.741 |
Price to Cash Flow | 12.788 | 10.370 |
Dividend Yield | 2.701 | 2.883 |
5 Years Earnings Growth | 15.515 | 11.333 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 22.700 | 17.593 |
Financial Services | 17.950 | 15.008 |
Technology | 13.270 | 15.660 |
Industrials | 11.630 | 11.702 |
Consumer Defensive | 11.380 | 10.604 |
Consumer Cyclical | 8.210 | 8.115 |
Basic Materials | 6.300 | 6.476 |
Communication Services | 3.640 | 5.680 |
Real Estate | 1.760 | 4.045 |
Energy | 1.720 | 4.624 |
Utilities | 1.450 | 1.603 |
Number of long holdings: 962
Number of short holdings: 25
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank J. Safra Sarasin Ltd 0% | CH0224648961 | 7.97 | - | - | |
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc | IE00BHZPJ239 | 6.26 | 5.54 | -0.36% | |
Nestle | CH0038863350 | 5.62 | 75.84 | -0.16% | |
Novartis | CH0012005267 | 5.05 | 91.93 | 0.00% | |
Roche Holding Participation | CH0012032048 | 4.79 | 251.40 | -0.83% | |
BANK JULIUS BAER CRT SFPRSES | CH0322608206 | 3.60 | - | - | |
SWC (LU) BF Resp EmMa Opps DT | LU2108482071 | 3.36 | - | - | |
UBS Group | CH0244767585 | 2.13 | 27.76 | -2.08% | |
ABB | CH0012221716 | 1.99 | 49.54 | -0.84% | |
Zurich Insurance Group | CH0011075394 | 1.88 | 553.00 | +0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bellevues Lux BB Adamant Medtech HC | 1.59B | 6.11 | -5.65 | 7.03 | ||
Baloise Inv Lux BFI Activ CHF R Acc | 178.81M | 6.41 | -0.94 | 0.91 |
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