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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.83 | 0.83 | 0.00 |
Stocks | 93.48 | 93.48 | 0.00 |
Bonds | 5.49 | 5.49 | 0.00 |
Convertible | 0.11 | 0.11 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.65 | 16.05 |
Price to Book | 3.00 | 2.29 |
Price to Sales | 2.39 | 1.68 |
Price to Cash Flow | 13.84 | 10.01 |
Dividend Yield | 1.73 | 2.68 |
5 Years Earnings Growth | 7.94 | 10.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.06 | 17.26 |
Financial Services | 15.13 | 16.73 |
Industrials | 15.01 | 13.48 |
Healthcare | 10.58 | 11.16 |
Consumer Cyclical | 9.55 | 10.42 |
Consumer Defensive | 9.12 | 7.45 |
Basic Materials | 6.03 | 5.73 |
Communication Services | 4.30 | 6.67 |
Energy | 2.50 | 5.02 |
Real Estate | 2.04 | 4.41 |
Utilities | 0.68 | 3.17 |
Number of long holdings: 47
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sarasin Thematic Global Equity P Acc | GB00B8BPJF77 | 13.72 | - | - | |
Waverton Sterling Bond B GBP | IE00B5BD4N33 | 3.32 | - | - | |
Microsoft | US5949181045 | 3.19 | 442.94 | +1.33% | |
TE Connectivity | CH0102993182 | 3.14 | 152.94 | 0.00% | |
Samsung Electronics DRC | US7960508882 | 2.90 | 1,518.00 | +0.60% | |
Linde PLC | IE00BZ12WP82 | 2.81 | - | - | |
Asahi Group Holdings | JP3116000005 | 2.67 | 5,818.0 | -0.89% | |
Union Pacific | US9078181081 | 2.67 | 243.27 | 0.00% | |
American Express | US0258161092 | 2.66 | 244.75 | 0.00% | |
Waverton Asia Pacific A GBP | IE00B0NLMR01 | 2.63 | 31.160 | -0.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CF New Grande Motte GBP | 23.75M | 8.39 | 7.87 | 8.17 |
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