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Bw Portfolio 20 (0P0000ITZP)

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49.780 +0.160    +0.32%
13/02 - Delayed Data. Currency in EUR
Type:  Fund
Market:  Germany
Issuer:  LBBW Asset Management Investment GmbH
ISIN:  DE000DK094G4 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 139.43M
BW PORTFOLIO 20 49.780 +0.160 +0.32%

0P0000ITZP Holdings

 
Comprehensive information about top holdings and Key Holding Information for the BW PORTFOLIO 20 (0P0000ITZP) fund. Our BW PORTFOLIO 20 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 7.170 11.240 4.070
Stocks 26.380 26.380 0.000
Bonds 63.440 66.650 3.210
Convertible 0.500 0.500 0.000
Preferred 0.250 0.250 0.000
Other 2.260 2.260 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.890 16.332
Price to Book 3.093 2.480
Price to Sales 2.069 1.800
Price to Cash Flow 13.202 10.479
Dividend Yield 2.049 2.558
5 Years Earnings Growth 9.290 10.513

Sector Allocation

Name  Net % Category Average
Technology 24.230 21.126
Financial Services 15.430 16.801
Industrials 14.400 11.606
Consumer Cyclical 11.520 11.198
Healthcare 11.320 12.033
Communication Services 6.570 7.141
Consumer Defensive 6.410 7.267
Basic Materials 3.590 5.018
Utilities 2.680 3.429
Energy 2.300 3.610
Real Estate 1.550 4.014

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 58

Number of short holdings: 3

Name ISIN Weight % Last Change %
  Germany 2.3 15-Feb-2033 DE000BU2Z007 5.86 99.410 -0.48%
Schroder ISF EURO Corp Bd IZ Acc EUR LU1078767826 5.77 - -
  Germany 1.7 15-Aug-2032 DE0001102606 5.57 95.630 -0.47%
  LBBW RentaMax I DE000A0MU8M3 5.34 106.420 +0.33%
Aramea Rendite Plus V DE000A2QDSD0 3.91 - -
  Vanguard S&P 500 UCITS USD Inc IE00B3XXRP09 3.69 92.18 +0.19%
United States Treasury Notes 1.25% - 3.43 - -
  Spain .5 31-Oct-2031 ES0000012I32 3.42 86.550 0.00%
  iShares Euro Covered Bond UCITS IE00B3B8Q275 3.26 141.78 -0.21%
Spain (Kingdom of) 1.4% ES0000012B88 3.15 - -

Top Equity Funds by LBBW Asset Management Investment GmbH

  Name Rating Total Assets YTD% 3Y% 10Y%
  LBBW Global Warming 2.24B 3.49 12.17 12.62
  Genius Strategie 1.38B 4.74 7.97 4.91
  LBBW Multi Global I 597.56M 1.81 0.23 1.94
  LBBW Multi Global R 597.56M 3.57 -1.59 1.34
  WW Dachfonds GlobalPlus 502.06M 19.26 3.95 7.17
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