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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.360 | 7.590 | 6.230 |
Stocks | 48.910 | 48.910 | 0.000 |
Bonds | 32.580 | 32.580 | 0.000 |
Convertible | 0.650 | 0.650 | 0.000 |
Other | 16.500 | 16.500 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.533 | 17.591 |
Price to Book | 3.809 | 2.914 |
Price to Sales | 2.635 | 2.046 |
Price to Cash Flow | 15.471 | 12.136 |
Dividend Yield | 2.129 | 2.448 |
5 Years Earnings Growth | 15.424 | 11.319 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 25.240 | 19.866 |
Technology | 15.070 | 17.219 |
Financial Services | 14.160 | 17.064 |
Industrials | 11.240 | 10.835 |
Consumer Defensive | 9.620 | 10.998 |
Consumer Cyclical | 7.760 | 8.585 |
Basic Materials | 6.200 | 5.316 |
Communication Services | 6.050 | 5.000 |
Energy | 1.770 | 2.580 |
Real Estate | 1.750 | 3.123 |
Utilities | 1.140 | 1.635 |
Number of long holdings: 296
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Roche Holding Participation | CH0012032048 | 3.26 | 251.40 | -0.83% | |
Nestle | CH0038863350 | 3.01 | 75.84 | -0.16% | |
Novartis | CH0012005267 | 2.93 | 91.93 | 0.00% | |
UBS CH Property Swiss Mixed Sima | CH0014420878 | 2.81 | 151.50 | -0.98% | |
Goldbarren Standard 995 Fein Oder Besser | - | 1.92 | - | - | |
Credit Suisse Real Estate Fund Siat A | CH0012913700 | 1.52 | 241.00 | -0.41% | |
ABB | CH0012221716 | 1.48 | 49.54 | -0.84% | |
NVIDIA | US67066G1040 | 1.15 | 136.92 | +0.66% | |
Richemont | CH0210483332 | 1.14 | 122.35 | +0.99% | |
Microsoft | US5949181045 | 1.14 | 427.99 | +2.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MobiFonds 3a CHF A | 476.66M | 8.70 | 1.02 | 1.84 | ||
MobiFonds Select 90 B | 280.61M | 15.59 | 1.63 | 5.65 | ||
CH0484059214 | 280.61M | 15.85 | 1.78 | - |
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