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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.230 | 2.330 | 2.100 |
Shares | 99.150 | 99.150 | 0.000 |
Other | 0.630 | 0.670 | 0.040 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.988 | 17.752 |
Price to Book | 2.953 | 2.850 |
Price to Sales | 1.918 | 2.017 |
Price to Cash Flow | 12.400 | 11.625 |
Dividend Yield | 1.913 | 2.102 |
5 Years Earnings Growth | 10.574 | 10.934 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.250 | 22.040 |
Financial Services | 14.800 | 15.459 |
Healthcare | 12.310 | 14.345 |
Consumer Cyclical | 10.670 | 10.686 |
Industrials | 10.550 | 12.082 |
Communication Services | 7.170 | 7.248 |
Consumer Defensive | 6.590 | 8.440 |
Energy | 4.490 | 4.030 |
Basic Materials | 3.900 | 4.364 |
Utilities | 2.140 | 2.558 |
Real Estate | 2.130 | 2.817 |
Number of long holdings: 319
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.71 | 423.08 | +1.75% | |
Apple | US0378331005 | 4.33 | 189.72 | +1.22% | |
NVIDIA | US67066G1040 | 4.08 | 946.30 | +3.58% | |
Amazon.com | US0231351067 | 2.32 | 185.99 | -0.58% | |
Alphabet C | US02079K1079 | 2.23 | 173.88 | +1.13% | |
Meta Platforms | US30303M1027 | 1.68 | 481.54 | +2.05% | |
E-mini S&P 500 Future Mar 24 | - | 1.55 | - | - | |
Berkshire Hathaway B | US0846707026 | 1.18 | 412.77 | +0.62% | |
Novo Nordisk B | DK0062498333 | 1.04 | 917.1 | +0.78% | |
Eli Lilly | US5324571083 | 0.91 | 787.24 | +3.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FI4000349402 | 4.1B | 15.87 | 14.23 | - | ||
FI4000349410 | 4.1B | 15.87 | 14.23 | - | ||
FI4000064076 | 3.33B | 14.64 | 12.43 | 11.50 | ||
FI4000066766 | 3.33B | 14.64 | 12.43 | 11.50 | ||
FI4000048988 | 925.73M | 11.71 | 11.06 | 9.95 |
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