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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.400 | 7.430 | 0.030 |
Stocks | 80.310 | 80.320 | 0.010 |
Bonds | 11.940 | 12.000 | 0.060 |
Convertible | 0.280 | 0.280 | 0.000 |
Other | 0.060 | 0.070 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.302 | 14.873 |
Price to Book | 2.548 | 2.088 |
Price to Sales | 1.452 | 1.344 |
Price to Cash Flow | 10.064 | 8.591 |
Dividend Yield | 2.419 | 2.907 |
5 Years Earnings Growth | 9.849 | 10.585 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.840 | 14.644 |
Industrials | 21.340 | 14.079 |
Consumer Cyclical | 16.780 | 12.299 |
Healthcare | 10.690 | 12.923 |
Financial Services | 7.120 | 16.056 |
Consumer Defensive | 5.820 | 9.050 |
Communication Services | 4.590 | 5.659 |
Utilities | 3.760 | 4.087 |
Energy | 3.120 | 4.808 |
Real Estate | 2.130 | 1.868 |
Basic Materials | 1.810 | 6.437 |
Number of long holdings: 15
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Palatine Eurp Sust Emplmnt Palatine | FR0010915181 | 19.62 | - | - | |
Palatine Amérique I Euro | FR0014005LN3 | 18.67 | - | - | |
Palatine Opportunités 6-12 Mois I | FR0013468766 | 12.13 | - | - | |
Palatine Planète A | FR0010341800 | 11.31 | 41.730 | +1.04% | |
Palatine Entreprises Familiales | FR0000990921 | 9.23 | - | - | |
Palatine France Mid Cap I | FR0000437576 | 7.28 | - | - | |
Comgest Renaissance Europe Z | FR0013290947 | 6.11 | 292.890 | -0.27% | |
Moneta Multi Caps C | FR0010298596 | 3.82 | 389.600 | +0.56% | |
Amundi S&P 500 UCITS ETF - D-EUR | LU0496786574 | 3.76 | 50.23 | -0.17% | |
Lyxor UCITS Stoxx 50 D-EUR | FR0007054358 | 3.57 | 54.24 | -0.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Palatine Planete A | 119.76M | 1.80 | 4.00 | 7.10 |
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