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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.140 | 3.140 | 0.000 |
Stocks | 96.730 | 96.730 | 0.000 |
Bonds | 0.060 | 0.060 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.705 | 20.053 |
Price to Book | 3.781 | 3.712 |
Price to Sales | 2.523 | 2.467 |
Price to Cash Flow | 14.300 | 13.756 |
Dividend Yield | 1.574 | 1.579 |
5 Years Earnings Growth | 10.970 | 11.656 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.180 | 28.087 |
Industrials | 14.240 | 8.938 |
Healthcare | 13.020 | 13.593 |
Financial Services | 10.700 | 14.041 |
Consumer Cyclical | 10.120 | 10.654 |
Communication Services | 9.930 | 8.503 |
Consumer Defensive | 5.840 | 5.907 |
Basic Materials | 3.640 | 3.013 |
Utilities | 2.840 | 2.384 |
Energy | 2.450 | 4.135 |
Real Estate | 1.040 | 2.508 |
Number of long holdings: 208
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.27 | 395.12 | +1.49% | |
Broadcom | US11135F1012 | 5.82 | 1,242.86 | -4.42% | |
General Electric | US3696043013 | 3.86 | 159.70 | -1.31% | |
Meta Platforms | US30303M1027 | 3.44 | 439.10 | +2.08% | |
Amazon.com | US0231351067 | 3.07 | 178.86 | +2.21% | |
Abbott Labs | US0028241000 | 2.39 | 106.29 | +0.30% | |
Rtx Corp | US75513E1010 | 2.09 | 101.26 | -0.26% | |
Mastercard | US57636Q1040 | 2.03 | 442.30 | -1.97% | |
Apple | US0378331005 | 2.03 | 169.30 | -0.60% | |
Alphabet A | US02079K3059 | 1.99 | 163.79 | +0.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C CHF | 13.54B | 8.20 | 5.30 | - | ||
Cap Group NewPerspective lux ZL CHF | 13.54B | 8.03 | 4.70 | 10.35 | ||
Cap Group NewPerspective lux A7 CHF | 13.54B | 8.04 | 4.82 | - | ||
CapGroup NewPerspective lux ZLd CHF | 13.54B | 8.06 | 4.70 | 10.35 | ||
Cap Group NewPerspective lux Bh CHF | 13.54B | 0.85 | 0.49 | - |
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