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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.630 | 3.350 | 1.720 |
Shares | 87.650 | 87.650 | 0.000 |
Bonds | 3.670 | 4.820 | 1.150 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 6.980 | 6.980 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.423 | 14.886 |
Price to Book | 2.001 | 2.083 |
Price to Sales | 1.074 | 1.354 |
Price to Cash Flow | 9.304 | 8.590 |
Dividend Yield | 3.358 | 2.906 |
5 Years Earnings Growth | 9.720 | 10.632 |
Name | Net % | Category Average |
---|---|---|
Industrials | 26.740 | 14.109 |
Consumer Cyclical | 14.650 | 12.323 |
Healthcare | 12.980 | 12.989 |
Technology | 12.350 | 14.503 |
Basic Materials | 8.510 | 6.420 |
Financial Services | 8.440 | 16.113 |
Consumer Defensive | 6.110 | 9.063 |
Energy | 4.510 | 4.817 |
Communication Services | 3.860 | 5.682 |
Real Estate | 1.770 | 1.840 |
Utilities | 0.060 | 4.095 |
Number of long holdings: 34
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Louis Vuitton | FR0000121014 | 7.82 | 724.20 | -2.84% | |
Lazard Well-Being EC EUR | FR001400GLN6 | 6.95 | - | - | |
Lazard Patrimoine SRI PC EUR | FR0012355113 | 5.25 | - | - | |
Clasquin | FR0004152882 | 5.23 | 137.00 | +0.74% | |
Air Liquide | FR0000120073 | 4.90 | 179.16 | -1.31% | |
L'Oreal | FR0000120321 | 4.88 | 440.30 | -1.20% | |
EssilorLuxottica | FR0000121667 | 4.58 | 203.20 | -1.65% | |
Sanofi | FR0000120578 | 4.51 | 87.71 | -0.98% | |
Lazard Equity SRI PC EUR | FR0000003998 | 3.79 | 2,770.840 | -0.43% | |
TotalEnergies SE | FR0000120271 | 3.74 | 65.63 | -0.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Objectif Patrimoine Croissance | 773.91M | 3.47 | 5.62 | 6.25 | ||
Objectif Small Caps Euro A | 722.74M | 3.07 | 1.02 | 5.46 | ||
FR0000003998 | 737.54M | 7.56 | 9.41 | 7.17 | ||
CNP Actions EMU LF A | 652M | 3.43 | 5.85 | 6.42 | ||
FR0000299356 | 374.42M | 5.04 | 0.76 | 5.14 |
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