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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.460 | 3.480 | 0.020 |
Shares | 45.710 | 45.800 | 0.090 |
Bonds | 47.230 | 47.230 | 0.000 |
Convertible | 1.550 | 1.550 | 0.000 |
Preferred | 0.200 | 0.200 | 0.000 |
Other | 1.860 | 1.860 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.355 | 16.608 |
Price to Book | 3.017 | 2.418 |
Price to Sales | 2.163 | 1.719 |
Price to Cash Flow | 12.113 | 10.145 |
Dividend Yield | 2.018 | 2.480 |
5 Years Earnings Growth | 9.720 | 10.883 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.990 | 19.799 |
Healthcare | 15.420 | 12.916 |
Financial Services | 14.020 | 15.133 |
Consumer Cyclical | 10.980 | 10.971 |
Industrials | 9.100 | 12.248 |
Consumer Defensive | 7.930 | 7.819 |
Communication Services | 7.700 | 6.716 |
Basic Materials | 4.170 | 5.235 |
Energy | 3.090 | 4.279 |
Utilities | 2.120 | 3.392 |
Real Estate | 1.480 | 3.743 |
Number of long holdings: 2
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Universal Invest Medium HC | LU0471614445 | 99.93 | 213.660 | +0.69% | |
Coleman Street Invest-Income Port 3 | LU0904712873 | 0.07 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Global Flexible C Inc | 3.64B | 4.91 | 3.36 | 4.88 | ||
Portfolio Global Medium C Inc | 2.61B | 3.69 | 2.04 | 4.04 | ||
Universal Global Flexible B Inc | 2.18B | 4.82 | 3.10 | 4.65 | ||
Portfolio Global High C Inc | 1.99B | 7.96 | 4.97 | 6.54 | ||
Universal Global Flexible A Inc | 1.4B | 4.72 | 2.79 | 4.37 |
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