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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.140 | 3.140 | 0.000 |
Shares | 96.730 | 96.730 | 0.000 |
Bonds | 0.060 | 0.060 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.705 | 19.951 |
Price to Book | 3.781 | 3.693 |
Price to Sales | 2.523 | 2.455 |
Price to Cash Flow | 14.300 | 13.598 |
Dividend Yield | 1.574 | 1.597 |
5 Years Earnings Growth | 10.970 | 11.667 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.180 | 28.099 |
Industrials | 14.240 | 8.906 |
Healthcare | 13.020 | 13.475 |
Financial Services | 10.700 | 14.034 |
Consumer Cyclical | 10.120 | 10.578 |
Communication Services | 9.930 | 8.602 |
Consumer Defensive | 5.840 | 5.939 |
Basic Materials | 3.640 | 3.007 |
Utilities | 2.840 | 2.471 |
Energy | 2.450 | 4.215 |
Real Estate | 1.040 | 2.380 |
Number of long holdings: 208
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.27 | 445.70 | -0.14% | |
Broadcom | US11135F1012 | 5.82 | 1,734.73 | -3.76% | |
General Electric | US3696043013 | 3.86 | 165.00 | +0.02% | |
Meta Platforms | US30303M1027 | 3.44 | 501.70 | +0.44% | |
Amazon.com | US0231351067 | 3.07 | 186.10 | +1.80% | |
Abbott Labs | US0028241000 | 2.39 | 106.58 | +2.49% | |
Rtx Corp | US75513E1010 | 2.09 | 105.07 | +0.29% | |
Mastercard | US57636Q1040 | 2.03 | 452.51 | +0.53% | |
Apple | US0378331005 | 2.03 | 209.68 | -2.15% | |
Alphabet A | US02079K3059 | 1.99 | 176.30 | +0.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C CHF | 13.94B | 9.09 | 3.44 | - | ||
Cap Group NewPerspective lux ZL CHF | 13.94B | 8.83 | 2.84 | 10.22 | ||
Cap Group NewPerspective lux A7 CHF | 13.94B | 8.87 | 2.98 | - | ||
CapGroup NewPerspective lux ZLd CHF | 13.94B | 8.85 | 2.84 | 10.22 | ||
CapGroup NewPerspective lux ZLh CHF | 10.67B | 0.92 | 1.48 | - |
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