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March Pensión 50/50 Pp (LP77002202)

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11.576 -0.010    -0.07%
20/12 - Closed. Currency in EUR
  • Morningstar Rating:
  • Total Assets: 142.64M
Type:  Fund
Market:  Spain
Issuer:  March Gestión de Pensiones EGFP
Asset Class:  Equity
March Pensión 50/50 PP 11.576 -0.010 -0.07%

LP77002202 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the March Pensión 50/50 PP (LP77002202) fund. Our March Pensión 50/50 PP portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Shares 46.050 46.050 0.000
Bonds 56.040 56.330 0.290
Convertible 0.610 0.610 0.000
Preferred 0.030 0.030 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 17.959 15.062
Price to Book 2.933 2.138
Price to Sales 2.452 1.559
Price to Cash Flow 12.451 9.256
Dividend Yield 2.071 2.959
5 Years Earnings Growth 9.945 10.692

Sector Allocation

Name  Net % Category Average
Technology 25.510 18.104
Financial Services 14.090 16.518
Industrials 12.090 13.072
Healthcare 10.620 9.812
Consumer Cyclical 10.540 12.178
Communication Services 9.260 6.172
Consumer Defensive 6.310 7.367
Basic Materials 3.910 7.257
Energy 3.020 5.509
Utilities 2.390 4.240
Real Estate 2.260 2.476

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 153

Number of short holdings: 2

Name ISIN Weight % Last Change %
Euro Bobl Future Mar 25 DE000F01NAE7 4.76 - -
  iShares Core MSCI Emerging Markets IMI UCITS IE00BKM4GZ66 4.47 34.57 +0.52%
  Spain 2.8 31-May-2026 ES0000012L29 4.29 100.723 -0.01%
  Spain 0 31-Jan-2027 ES0000012J15 3.47 95.580 +0.06%
  Berkshire Hathaway B US0846707026 2.70 458.66 +0.95%
  Microsoft US5949181045 2.54 439.33 +0.94%
  Apple US0378331005 2.37 258.20 +1.15%
  Alphabet A US02079K3059 2.31 196.11 +0.76%
  Oracle US68389X1054 2.24 171.41 +1.34%
  Oddo Compass Euro High Yield Bond CI-EUR LU0115288721 2.19 36.744 +0.04%

Top Equity Funds by March Gestión de Pensiones EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  March Pension 80/20 PP 149.87M 3.01 0.50 1.29
  March Acciones PP 72.03M 2.47 3.93 5.90
  March Ahorro PP 54.45M 3.79 1.69 2.80
  Plan de Pensiones Westinghouse 16.35M 3.60 1.67 2.61
  March Pension Rentaja 7.14M 13.51 -1.32 -0.27
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