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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.170 | 100.170 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.316 | 19.964 |
Price to Book | 4.627 | 3.692 |
Price to Sales | 3.193 | 2.453 |
Price to Cash Flow | 15.992 | 13.629 |
Dividend Yield | 1.372 | 1.593 |
5 Years Earnings Growth | 12.105 | 11.665 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.160 | 28.042 |
Healthcare | 12.370 | 13.512 |
Financial Services | 12.160 | 14.036 |
Consumer Cyclical | 10.360 | 10.605 |
Communication Services | 9.910 | 8.602 |
Industrials | 7.200 | 8.919 |
Consumer Defensive | 5.770 | 5.937 |
Energy | 3.590 | 4.205 |
Real Estate | 2.110 | 2.399 |
Basic Materials | 1.570 | 3.009 |
Utilities | 0.810 | 2.446 |
Number of long holdings: 197
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.81 | 415.13 | +0.23% | |
Apple | US0378331005 | 5.98 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 5.58 | 1,096.33 | -0.82% | |
Alphabet A | US02079K3059 | 4.65 | 172.50 | +0.23% | |
Amazon.com | US0231351067 | 4.24 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 2.29 | 466.83 | +0.05% | |
Broadcom | US11135F1012 | 1.86 | 1,328.55 | -2.45% | |
JPMorgan | US46625H1005 | 1.72 | 202.63 | +1.66% | |
Exxon Mobil | US30231G1022 | 1.61 | 117.26 | +2.87% | |
Berkshire Hathaway B | US0846707026 | 1.39 | 414.40 | +1.42% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0058495945 | 674.2M | 7.24 | 7.04 | 4.55 | ||
LU0553726919 | 405.92M | 5.58 | -16.06 | 1.30 |
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