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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.550 | 5.980 | 5.430 |
Stocks | 99.450 | 99.450 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.532 | 20.691 |
Price to Book | 3.184 | 3.827 |
Price to Sales | 2.600 | 2.574 |
Price to Cash Flow | 9.835 | 14.022 |
Dividend Yield | 1.499 | 1.586 |
5 Years Earnings Growth | 15.926 | 11.901 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.310 | 28.146 |
Healthcare | 19.470 | 13.082 |
Financial Services | 13.640 | 16.734 |
Consumer Cyclical | 11.110 | 9.975 |
Energy | 10.470 | 3.681 |
Consumer Defensive | 7.860 | 5.685 |
Communication Services | 6.800 | 8.163 |
Industrials | 6.740 | 8.590 |
Basic Materials | 1.600 | 2.832 |
Number of long holdings: 149
Number of short holdings: 108
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.39 | 431.34 | -0.18% | |
Alphabet A | US02079K3059 | 6.76 | 162.71 | +0.76% | |
ConocoPhillips | US20825C1045 | 4.29 | 102.31 | -3.23% | |
EOG Resources | US26875P1012 | 4.18 | 120.37 | -3.36% | |
Merck&Co | US58933Y1055 | 4.02 | 113.09 | -1.43% | |
Texas Instruments | US8825081040 | 3.45 | 209.26 | +2.05% | |
Bristol-Myers Squibb | US1101221083 | 3.38 | 50.12 | +0.34% | |
Elevance Health | US0367521038 | 3.35 | 520.28 | -0.04% | |
UnitedHealth | US91324P1021 | 3.34 | 574.88 | -0.25% | |
Amazon.com | US0231351067 | 2.94 | 191.16 | -0.71% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0557290698 | 6.48B | 12.66 | 4.36 | 10.80 | ||
LU2032053097 | 6.48B | - | - | - | ||
LU0302446132 | 2.92B | 7.62 | -3.59 | 8.62 | ||
LU0302445910 | 2.92B | 7.04 | -4.36 | 7.86 | ||
LU0378800949 | 2.92B | 6.62 | -4.93 | 7.21 |
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