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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.240 | 5.620 | 3.380 |
Stocks | 97.490 | 97.580 | 0.090 |
Bonds | 0.320 | 0.340 | 0.020 |
Convertible | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.628 | 17.704 |
Price to Book | 3.135 | 2.842 |
Price to Sales | 2.515 | 2.000 |
Price to Cash Flow | 13.814 | 11.585 |
Dividend Yield | 1.716 | 2.107 |
5 Years Earnings Growth | 11.435 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.140 | 22.026 |
Financial Services | 12.880 | 15.447 |
Healthcare | 12.410 | 14.371 |
Industrials | 10.010 | 12.071 |
Consumer Cyclical | 8.840 | 10.760 |
Communication Services | 5.800 | 7.227 |
Consumer Defensive | 5.420 | 8.415 |
Basic Materials | 3.870 | 4.361 |
Real Estate | 2.630 | 2.819 |
Utilities | 1.650 | 2.548 |
Energy | 1.370 | 4.010 |
Number of long holdings: 28
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tocqueville Global Tech ISR I | FR0013529922 | 18.01 | - | - | |
LBPAM ISR Actions Amérique C | FR0000288094 | 17.98 | - | - | |
Amundi S&P 500 ESG ETF Acc EUR | IE000KXCEXR3 | 10.05 | - | - | |
LBPAM ISR Actions Ex-Euro I | FR0011427632 | 7.41 | - | - | |
Nordea 1 North American All Cap Fund BI EUR | LU0772957550 | 6.80 | 368.380 | +1.54% | |
AB Sustainable US Thematic I USD | LU0232464908 | 6.68 | - | - | |
AAF-Parnassus US ESG Eqs I€ | LU1890796482 | 6.04 | - | - | |
LBPAM ISR Actions Japon R | FR0010892471 | 5.31 | - | - | |
Tocqueville Croissance Euro ISR I | FR0011525534 | 4.06 | - | - | |
Amundi Index MSCI Emerging Markets SRI UCITS | LU1861138961 | 3.45 | 49.07 | +0.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LBPAM Actions Croissance Euro MM | 1.47B | 10.80 | 6.35 | 9.85 | ||
Vivaccio Actions Vivaccio Actions | 1.28B | 9.04 | 6.83 | 6.64 | ||
Vivaccio Actions GMO Actions | 1.28B | 9.04 | 6.83 | 6.64 | ||
LBPAM Selection Actions Asie | 312.47M | 7.80 | 4.10 | 7.94 | ||
LBPAM Actions Euro Monde M | 255.92M | 9.61 | 9.16 | 9.42 |
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