
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.000 | 3.000 | 0.000 |
Stocks | 96.260 | 96.280 | 0.020 |
Bonds | 0.730 | 0.730 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.713 | 18.283 |
Price to Book | 3.846 | 3.061 |
Price to Sales | 3.239 | 2.247 |
Price to Cash Flow | 14.916 | 12.317 |
Dividend Yield | 1.532 | 2.027 |
5 Years Earnings Growth | 10.780 | 10.580 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.890 | 23.815 |
Financial Services | 16.110 | 16.698 |
Consumer Cyclical | 14.120 | 10.673 |
Healthcare | 10.500 | 13.053 |
Industrials | 9.470 | 11.552 |
Communication Services | 8.920 | 7.933 |
Consumer Defensive | 7.340 | 7.490 |
Basic Materials | 3.110 | 3.954 |
Energy | 3.080 | 3.478 |
Real Estate | 2.280 | 2.747 |
Utilities | 2.170 | 2.530 |
Number of long holdings: 100
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.79 | 198.15 | +4.06% | |
Microsoft | US5949181045 | 4.21 | 388.45 | +1.86% | |
NVIDIA | US67066G1040 | 3.66 | 110.93 | +3.12% | |
Amazon.com | US0231351067 | 3.14 | 184.87 | +2.01% | |
Meta Platforms | US30303M1027 | 2.81 | 543.57 | -0.50% | |
JPMorgan | US46625H1005 | 2.61 | 236.20 | +4.00% | |
Bank of America | US0605051046 | 2.03 | 35.95 | +0.28% | |
Wells Fargo&Co | US9497461015 | 1.90 | 62.51 | -0.95% | |
Parker-Hannifin | US7010941042 | 1.87 | 565.37 | +0.93% | |
SAP | DE0007164600 | 1.82 | 224.800 | -2.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal Vorsorge | 19.41B | 25.08 | 4.54 | - | ||
UniGlobal | 16.31B | 24.77 | 8.77 | 11.68 | ||
PrivatFonds: Kontrolliert | 14.58B | -1.31 | 1.77 | 1.02 | ||
UniFavorit: Aktien | 10.82B | 29.92 | 9.96 | 11.37 | ||
UniFavorit: Aktien I | 10.82B | -8.22 | 8.66 | 9.47 |
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