Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.070 | 100.070 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.430 | 17.800 |
Price to Book | 2.709 | 3.171 |
Price to Sales | 1.265 | 1.981 |
Price to Cash Flow | 11.486 | 13.380 |
Dividend Yield | 2.984 | 2.930 |
5 Years Earnings Growth | 8.960 | 7.622 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.790 | 16.097 |
Healthcare | 20.490 | 29.876 |
Financial Services | 20.210 | 19.962 |
Basic Materials | 10.340 | 8.166 |
Consumer Cyclical | 7.010 | 5.527 |
Consumer Defensive | 6.890 | 14.377 |
Technology | 5.590 | 4.045 |
Real Estate | 3.470 | 2.060 |
Communication Services | 3.170 | 2.664 |
Utilities | 1.020 | 1.079 |
Number of long holdings: 76
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Zurich Insurance Group | CH0011075394 | 3.34 | 480.10 | -1.07% | |
Givaudan | CH0010645932 | 3.26 | 4,340.00 | -0.16% | |
Swiss Re | CH0126881561 | 3.21 | 111.50 | -0.84% | |
Swisscom | CH0008742519 | 3.18 | 502.50 | -0.59% | |
Roche Holding Participation | CH0012032048 | 3.16 | 249.60 | -1.50% | |
Logitech | CH0025751329 | 3.10 | 86.12 | -0.76% | |
Novartis | CH0012005267 | 3.00 | 95.93 | +0.04% | |
SGS | CH1256740924 | 2.95 | 80.84 | +0.32% | |
Alcon | CH0432492467 | 2.64 | 80.14 | +0.07% | |
Nestle | CH0038863350 | 2.55 | 92.90 | -1.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Julius Baer Institutional BVG LPPA2 | 3.79B | 0.94 | 1.26 | 3.17 | ||
Julius Baer Institutional BVG LPPb1 | 3.79B | 2.79 | 1.80 | 3.41 | ||
Julius Baer Institutional BVG LPPB2 | 3.79B | 2.82 | 1.99 | 3.59 | ||
Julius Baer Institutional BVG LPP F | 3.79B | 2.77 | 1.71 | 3.31 | ||
Aktien USA Passiv CHF E3 | 1.98B | 18.45 | 7.91 | 11.53 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review