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First Private Wealth B (0P0000U0GX)

Xetra

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76.600 +0.800 +1.06%

14/04 - Delayed Data. Currency in EUR

Morningstar Rating:
Total Assets: 76.85M

Type: Fund

Market: Germany

Issuer: First Private Investment Management KAG

ISIN: DE000A0KFTH1

Asset Class: Equity

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0P0000U0GX Holdings

Comprehensive information about top holdings and Key Holding Information for the First Private Wealth B (0P0000U0GX) fund. Our First Private Wealth B portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	17.590	25.950	8.360
Stocks	33.850	37.220	3.370
Bonds	45.860	46.060	0.200
Convertible	0.120	0.120	0.000
Other	2.590	3.050	0.460

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	14.184	16.426
Price to Book	1.883	2.462
Price to Sales	1.456	1.804
Price to Cash Flow	10.270	10.422
Dividend Yield	3.473	2.564
5 Years Earnings Growth	10.329	10.414

Sector Allocation

Name	Net %	Category Average
Financial Services	22.610	17.097
Technology	18.950	20.873
Industrials	12.760	11.673
Consumer Cyclical	12.340	11.151
Healthcare	7.290	12.000
Consumer Defensive	6.960	7.228
Communication Services	5.370	7.057
Real Estate	5.260	3.915
Energy	4.560	3.685
Basic Materials	3.660	5.068
Utilities	0.240	3.390

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 168

Number of short holdings: 59

Name	ISIN	Weight %	Last	Change %
Central Bank Of Iceland 0.05%	IS0000028249	5.98	-	-
Municipality Finance plc 0.03%	XS2590268814	3.81	-	-
Iceland (Republic Of) 0.065%	IS0000020386	3.76	-	-
First Private Aktien Global C	DE000A0KFRV6	3.74	126.050	+1.24%
Slovak (Republic of) 0.0075%	SK4120015173	3.40	-	-
First Private Systematic Merger Op EUR S	DE000A0Q95G3	3.31	-	-
United States Treasury Bonds 0.01%	-	2.54	-	-
Swedish Export Credit Corporation 0.02%	XS2491737461	2.47	-	-
Austria (Republic of) 0%	AT0000A3GRG2	2.44	-	-
Korea (Republic Of) 0%	XS2376820259	2.36	-	-

Top Equity Funds by FIRST PRIVATE Investment Management KAG mbH

Name	Total Assets	YTD%	3Y%	10Y%
First Private Europa Aktien ULM B	196.36M	6.45	7.03	3.68
First Private Europa Aktien ULM A	196.36M	6.02	4.84	4.22
First Private Euro Dividenden STAUb	137.85M	9.64	8.42	5.45
First Private Euro Dividenden STAUF	137.85M	5.01	2.00	5.55
First Private Wealth C	76.08M	3.45	1.40	1.56

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Recent Quotes

Name	Price	Chg.	Chg. %
First Private Wea.	76.600	+0.800	+1.06%
VES/THB	0.43	-0.01	-1.99%
Fidelity Canadian.	105.236	+0.949	+0.91%