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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.160 | 2.530 | 0.370 |
Stocks | 97.630 | 97.630 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.210 | 0.210 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.682 | 17.709 |
Price to Book | 1.945 | 2.838 |
Price to Sales | 1.235 | 2.017 |
Price to Cash Flow | 7.944 | 11.633 |
Dividend Yield | 2.734 | 2.113 |
5 Years Earnings Growth | 8.409 | 10.946 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 20.940 | 14.360 |
Financial Services | 15.190 | 15.489 |
Industrials | 13.950 | 12.112 |
Consumer Defensive | 13.150 | 8.437 |
Technology | 10.670 | 21.949 |
Consumer Cyclical | 8.320 | 10.649 |
Basic Materials | 7.170 | 4.382 |
Communication Services | 5.960 | 7.271 |
Utilities | 1.940 | 2.571 |
Energy | 1.500 | 4.045 |
Real Estate | 1.210 | 2.806 |
Number of long holdings: 648
Number of short holdings: 28
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 6.39 | 94.14 | +0.00% | |
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc | IE00BHZPJ239 | 4.31 | 5.11 | 0.00% | |
Novartis | CH0012005267 | 3.98 | 91.23 | +0.00% | |
Roche Holding Participation | CH0012032048 | 3.97 | 228.30 | 0.00% | |
Richemont | CH0210483332 | 1.62 | 142.55 | +0.00% | |
Zurich Insurance Group | CH0011075394 | 1.25 | 469.20 | 0.00% | |
UBS Group | CH0244767585 | 1.14 | 28.15 | +0.00% | |
ABB | CH0012221716 | 1.07 | 49.32 | 0.00% | |
BGF Emerging Markets I5 USD | LU1866970491 | 1.02 | - | - | |
Lonza Group | CH0013841017 | 0.85 | 488.60 | +0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bellevues Lux BB Adamant Medtech HC | 1.48B | 2.99 | -4.86 | 8.10 | ||
Baloise Inv Lux BFI Activ CHF R Acc | 174.63M | 1.77 | -0.57 | 0.44 | ||
Baloise Inv Lux BFI Dynamic CHF R A | 52.16M | 3.32 | 3.26 | 3.09 | ||
LU0415392082 | 34.03M | 10.99 | -1.61 | 2.10 | ||
LU0415392165 | 34.03M | 11.24 | -0.93 | 2.82 |
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