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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.180 | 1.200 | 0.020 |
Shares | 98.810 | 98.810 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.434 | 17.782 |
Price to Book | 2.567 | 2.856 |
Price to Sales | 1.675 | 2.026 |
Price to Cash Flow | 10.019 | 11.657 |
Dividend Yield | 2.320 | 2.105 |
5 Years Earnings Growth | 9.975 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.630 | 22.061 |
Financial Services | 14.060 | 15.464 |
Healthcare | 11.860 | 14.310 |
Consumer Cyclical | 11.170 | 10.670 |
Industrials | 11.010 | 12.104 |
Communication Services | 7.380 | 7.260 |
Consumer Defensive | 6.780 | 8.416 |
Energy | 4.760 | 4.026 |
Basic Materials | 3.480 | 4.379 |
Utilities | 2.670 | 2.559 |
Real Estate | 2.210 | 2.805 |
Number of long holdings: 335
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.24 | 189.87 | +0.02% | |
Microsoft | US5949181045 | 4.19 | 420.21 | -0.19% | |
SWC (LU) EF Syst Resp USA NT | LU1900091650 | 2.37 | - | - | |
Alphabet A | US02079K3059 | 2.22 | 176.06 | +1.08% | |
NVIDIA | US67066G1040 | 2.20 | 924.79 | -1.99% | |
Amazon.com | US0231351067 | 2.07 | 184.70 | +0.58% | |
JPMorgan ETFs (Ireland) ICAV - US Research Enhance | IE00BF4G7076 | 1.22 | 52.90 | -0.64% | |
Tesla | US88160R1014 | 1.16 | 177.46 | +1.50% | |
Exxon Mobil | US30231G1022 | 0.96 | 119.67 | +1.53% | |
UnitedHealth | US91324P1021 | 0.93 | 524.65 | +0.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto CH IPF I Index Equity Fu | 6.41B | 10.60 | 8.37 | 9.76 | ||
Swisscanto CH IPF III Index EquAST | 3.88B | 10.63 | 7.97 | 9.33 | ||
Swisscanto CH IPF I Index Equity CH | 2.36B | 14.70 | 6.38 | 9.88 | ||
CH0315621927 | 1.94B | 9.13 | -6.73 | - | ||
CH0011792451 | 869.37M | -19.58 | 1.16 | 7.27 |
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