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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.260 | 4.290 | 1.030 |
Shares | 41.800 | 41.800 | 0.000 |
Bonds | 40.340 | 40.350 | 0.010 |
Convertible | 0.160 | 0.160 | 0.000 |
Other | 14.440 | 14.440 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.111 | 17.398 |
Price to Book | 2.692 | 2.954 |
Price to Sales | 2.189 | 2.109 |
Price to Cash Flow | 13.270 | 12.048 |
Dividend Yield | 2.688 | 2.441 |
5 Years Earnings Growth | 14.597 | 12.159 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 21.180 | 19.277 |
Financial Services | 17.810 | 17.443 |
Technology | 14.060 | 18.095 |
Industrials | 10.450 | 10.891 |
Consumer Defensive | 9.290 | 9.960 |
Real Estate | 8.910 | 3.148 |
Consumer Cyclical | 7.320 | 8.643 |
Communication Services | 3.960 | 5.345 |
Basic Materials | 3.720 | 5.010 |
Energy | 1.810 | 2.304 |
Utilities | 1.480 | 1.715 |
Number of long holdings: 27
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BCV Swiss Franc Bonds Z | CH0213422709 | 26.27 | - | - | |
BCV Swiss Equity Z | CH0213423053 | 14.30 | - | - | |
Zurich Invest Institutional Funds - ZIF Immobilien | CH0180614726 | 14.02 | 1,708.959 | -0.28% | |
BCV Enhanced US Equity ESG C | CH0021722076 | 7.53 | - | - | |
BCV Swiss Responsible Bond Indexed Z | CH1347744547 | 6.00 | - | - | |
BCV International Bonds (CHF) C | CH0021722274 | 5.69 | - | - | |
SWC (CH) IEF USA NT CHF | CH0383277842 | 5.40 | - | - | |
BCV Enhanced Europe Equity ESG C | CH0021722035 | 2.44 | - | - | |
ETHOS II - Ethos Swiss Sustainable Eq Z | CH0576443482 | 2.31 | - | - | |
BCV Global Emerging Equity C | CH0142917118 | 2.16 | 141.240 | +1.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BCV PENSION 25 AP | 889.63M | 1.11 | 0.48 | 2.19 | ||
Synchrony All Caps CH I | 606.14M | 7.06 | -0.94 | 8.55 | ||
Synchrony All Caps CH A | 606.14M | 7.01 | -1.48 | 7.95 | ||
Synchrony Small Mid Caps CH I | 229.66M | 6.66 | -4.52 | 9.16 |
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