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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.42 | 7.43 | 0.01 |
Shares | 92.58 | 92.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.58 | 16.23 |
Price to Book | 2.03 | 2.30 |
Price to Sales | 1.91 | 1.69 |
Price to Cash Flow | 10.92 | 10.05 |
Dividend Yield | 1.95 | 2.64 |
5 Years Earnings Growth | 11.09 | 10.78 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.85 | 17.18 |
Financial Services | 18.75 | 17.04 |
Industrials | 18.61 | 13.38 |
Healthcare | 13.70 | 11.42 |
Consumer Cyclical | 9.66 | 10.34 |
Basic Materials | 4.92 | 5.61 |
Communication Services | 4.52 | 6.60 |
Real Estate | 3.35 | 4.32 |
Energy | 3.26 | 4.84 |
Consumer Defensive | 2.31 | 7.48 |
Utilities | 0.06 | 3.17 |
Number of long holdings: 32
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alma Eikoh Japan L-Cap Eq I GBP | LU1152097108 | 8.00 | - | - | |
Waverton Asia Pacific A GBP | IE00B0NLMR01 | 6.22 | 34.050 | -0.18% | |
Berkshire Hathaway B | US0846707026 | 5.14 | 466.02 | +0.07% | |
Microsoft | US5949181045 | 5.05 | 417.74 | +0.39% | |
Union Pacific | US9078181081 | 4.28 | 241.58 | -2.63% | |
American Tower | US03027X1000 | 3.90 | 225.03 | -1.09% | |
Amazon.com | US0231351067 | 3.64 | 188.38 | +0.80% | |
Honeywell | US4385161066 | 3.56 | 219.43 | +0.21% | |
Visa A | US92826C8394 | 3.36 | 290.14 | +0.91% | |
Alphabet A | US02079K3059 | 3.20 | 163.85 | -0.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SVS Cornelian Growth D Inc | 145.09M | 7.85 | 2.87 | 6.21 | ||
SVS Cornelian Growth D Acc | 145.09M | 7.61 | 2.66 | 6.14 | ||
The Pendennis GBP Inc | 64.97M | 11.59 | 6.41 | 8.21 |
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