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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.600 | 15.890 | 15.290 |
Stocks | 46.350 | 46.350 | 0.000 |
Bonds | 49.190 | 54.110 | 4.920 |
Convertible | 1.580 | 1.580 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 2.270 | 2.280 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.977 | 16.182 |
Price to Book | 2.869 | 2.335 |
Price to Sales | 1.951 | 1.677 |
Price to Cash Flow | 12.733 | 9.547 |
Dividend Yield | 2.020 | 2.494 |
5 Years Earnings Growth | 10.851 | 11.181 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.700 | 19.345 |
Financial Services | 15.880 | 15.089 |
Healthcare | 14.540 | 12.442 |
Industrials | 13.720 | 12.221 |
Consumer Cyclical | 10.790 | 12.246 |
Consumer Defensive | 5.970 | 8.019 |
Communication Services | 5.240 | 7.143 |
Basic Materials | 4.570 | 7.094 |
Utilities | 2.950 | 3.514 |
Real Estate | 2.210 | 2.562 |
Energy | 1.430 | 4.665 |
Number of long holdings: 33
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Candriam Sst Eq World I € Acc | LU1434527781 | 6.37 | - | - | |
RobecoSAM Euro SDG Credits I EUR | LU0503372780 | 6.12 | - | - | |
GS EUR SusCred-I Cap EUR | LU1106537605 | 5.93 | - | - | |
iShares Sust MSCI USA SRI | IE00BYVJRR92 | 5.90 | 13.640 | +0.10% | |
iShares EUR Corp Bond SRI UCITS | IE00BYZTVT56 | 5.51 | 4.69 | -0.04% | |
Mirova Euro Green&Sust Corp Bd I/A EUR | LU0552643685 | 5.25 | - | - | |
iShares MSCI World SRI UCITS ETF EUR (Acc) | IE00BYX2JD69 | 5.13 | 10.71 | 0.00% | |
Mirova Global Sustainable Equity Fund I/A (EUR) | LU0914729453 | 5.12 | 33,961.110 | -0.03% | |
RobecoSAM SDG Credit Income IH EUR | LU1806347891 | 4.14 | - | - | |
iShares Euro Corp Bnd Sustain Screen 0-3y | IE00BYZTVV78 | 3.74 | 4.953 | -0.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BCC Crescita Bilanciato | 652.32M | 1.61 | 1.23 | 3.37 | ||
BCC Aureo Comparto Bilanciato | 584.34M | 3.31 | 1.85 | 2.61 | ||
BCC Aureo Comparto Azionario | 307.75M | 3.66 | 8.80 | 5.05 | ||
BCC Aureo Comparto Garantito | 284.84M | 0.49 | -0.41 | -0.33 | ||
BCC Selezione Investimento | 197.98M | 7.20 | 4.51 | 4.47 |
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