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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.870 | 4.320 | 1.450 |
Stocks | 26.700 | 26.700 | 0.000 |
Bonds | 61.060 | 61.080 | 0.020 |
Convertible | 0.230 | 0.230 | 0.000 |
Other | 9.150 | 9.150 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.212 | 16.848 |
Price to Book | 2.601 | 2.811 |
Price to Sales | 2.219 | 2.033 |
Price to Cash Flow | 13.450 | 11.922 |
Dividend Yield | 2.715 | 2.696 |
5 Years Earnings Growth | 14.509 | 11.864 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 20.730 | 18.932 |
Financial Services | 17.550 | 16.970 |
Technology | 13.640 | 17.986 |
Real Estate | 11.110 | 4.462 |
Industrials | 10.270 | 10.718 |
Consumer Defensive | 9.140 | 9.617 |
Consumer Cyclical | 6.980 | 9.531 |
Basic Materials | 3.680 | 5.243 |
Communication Services | 3.650 | 5.265 |
Energy | 1.800 | 2.716 |
Utilities | 1.470 | 1.962 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BCV Swiss Franc Bonds Z | CH0213422709 | 25.15 | - | - | |
Zurich Invest Institutional Funds - ZIF Immobilien | CH0180614726 | 11.71 | 1,724.605 | -0.08% | |
SWC (CH) IBF TM AAA-BBB CHF NT CHF | CH0215804664 | 10.71 | - | - | |
BCV Swiss Equity Z | CH0213423053 | 8.90 | - | - | |
BCV International Bonds (CHF) C | CH0021722274 | 8.05 | - | - | |
BCV Swiss Responsible Bond Indexed Z | CH1347744547 | 7.21 | - | - | |
BCV Enhanced US Equity ESG C | CH0021722076 | 6.27 | - | - | |
SWC (CH) IBF TM AAA-BBB CHF Resp NT CHF | CH1140340709 | 6.11 | - | - | |
BCV Swiss Franc Credit Bonds C | CH0364276490 | 3.02 | - | - | |
SWC (CH) IEF USA NT CHF | CH0383277842 | 1.83 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BCV PENSION 40 AP | 645.44M | 1.99 | 1.24 | 3.69 | ||
Synchrony All Caps CH I | 609.9M | 7.06 | -0.94 | 8.55 | ||
Synchrony All Caps CH A | 609.9M | 7.01 | -1.48 | 7.95 | ||
Synchrony Small Mid Caps CH I | 237.17M | 6.66 | -4.52 | 9.16 |
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