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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.740 | 4.320 | 3.580 |
Stocks | 99.260 | 99.260 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.707 | 17.651 |
Price to Book | 2.937 | 2.829 |
Price to Sales | 1.794 | 2.013 |
Price to Cash Flow | 12.326 | 11.603 |
Dividend Yield | 1.808 | 2.124 |
5 Years Earnings Growth | 11.762 | 10.940 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.120 | 21.932 |
Financial Services | 16.100 | 15.514 |
Industrials | 12.760 | 12.114 |
Consumer Cyclical | 11.990 | 10.616 |
Healthcare | 10.850 | 14.355 |
Communication Services | 5.920 | 7.296 |
Consumer Defensive | 4.980 | 8.456 |
Energy | 3.600 | 4.046 |
Basic Materials | 3.280 | 4.389 |
Real Estate | 3.170 | 2.787 |
Utilities | 1.250 | 2.592 |
Number of long holdings: 402
Number of short holdings: 29
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.96 | 193.12 | -1.91% | |
Microsoft | US5949181045 | 4.47 | 427.87 | +0.95% | |
Amazon.com | US0231351067 | 3.02 | 187.06 | +1.50% | |
NVIDIA | US67066G1040 | 3.01 | 121.79 | +0.74% | |
Alphabet A | US02079K3059 | 2.72 | 175.01 | +0.43% | |
Berkshire Hathaway B | US0846707026 | 1.65 | 410.81 | -0.70% | |
Meta Platforms | US30303M1027 | 1.51 | 502.60 | +1.96% | |
Visa A | US92826C8394 | 1.43 | 275.04 | -1.30% | |
Costco | US22160K1051 | 1.28 | 848.34 | +0.33% | |
Novo Nordisk B | DK0062498333 | 1.08 | 988.4 | +0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0255290578 | 1.81B | 2.12 | 4.34 | 2.52 | ||
LU1130035709 | 917.36M | 10.15 | 1.87 | - | ||
LUX IM - UBS Active Defender DLX | 448.42M | 0.50 | -2.48 | - | ||
LU1732782419 | 427.59M | 14.68 | 6.07 | - | ||
LUX IM Eurizon Contra Approach DXL | 297.83M | 0.54 | -1.65 | - |
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