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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.180 | 1.200 | 0.020 |
Stocks | 98.810 | 98.810 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.434 | 17.709 |
Price to Book | 2.567 | 2.838 |
Price to Sales | 1.675 | 2.017 |
Price to Cash Flow | 10.019 | 11.633 |
Dividend Yield | 2.320 | 2.113 |
5 Years Earnings Growth | 9.975 | 10.946 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.630 | 21.949 |
Financial Services | 14.060 | 15.489 |
Healthcare | 11.860 | 14.360 |
Consumer Cyclical | 11.170 | 10.649 |
Industrials | 11.010 | 12.112 |
Communication Services | 7.380 | 7.271 |
Consumer Defensive | 6.780 | 8.437 |
Energy | 4.760 | 4.045 |
Basic Materials | 3.480 | 4.382 |
Utilities | 2.670 | 2.571 |
Real Estate | 2.210 | 2.806 |
Number of long holdings: 335
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.24 | 189.98 | +1.66% | |
Microsoft | US5949181045 | 4.19 | 430.16 | +0.74% | |
SWC (LU) EF Syst Resp USA NT | LU1900091650 | 2.37 | - | - | |
Alphabet A | US02079K3059 | 2.22 | 174.99 | +0.83% | |
NVIDIA | US67066G1040 | 2.20 | 1,064.69 | +2.57% | |
Amazon.com | US0231351067 | 2.07 | 180.75 | -0.17% | |
JPMorgan ETFs (Ireland) ICAV - US Research Enhance | IE00BF4G7076 | 1.22 | 53.06 | -0.12% | |
Tesla | US88160R1014 | 1.16 | 179.24 | +3.17% | |
Exxon Mobil | US30231G1022 | 0.96 | 113.42 | -0.08% | |
UnitedHealth | US91324P1021 | 0.93 | 508.17 | -1.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto CH IPF I Index Equity Fu | 6.71B | 10.60 | 8.37 | 9.76 | ||
Swisscanto CH IPF III Index EquAST | 3.84B | 10.63 | 7.97 | 9.33 | ||
Swisscanto CH IPF I Index Equity CH | 2.36B | 14.70 | 6.38 | 9.88 | ||
CH0315621927 | 1.95B | 9.13 | -6.73 | - | ||
CH0011792451 | 868.19M | -19.58 | 1.16 | 7.27 |
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