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Echiquier Arty Sri D (0P00013MP6)

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1,098.440 -0.810    -0.07%
23/12 - Closed. Currency in EUR
Type:  Fund
Market:  France
Issuer:  La Financière de l'Echiquier
ISIN:  FR0011667989 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 690.53M
Echiquier Arty D 1,098.440 -0.810 -0.07%

0P00013MP6 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Echiquier Arty D (0P00013MP6) fund. Our Echiquier Arty D 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 6.320 9.360 3.040
Stocks 22.110 30.180 8.070
Bonds 70.530 70.530 0.000
Convertible 1.030 1.030 0.000
Other 0.010 0.010 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.268 15.267
Price to Book 2.145 2.202
Price to Sales 1.696 1.543
Price to Cash Flow 8.608 9.603
Dividend Yield 3.794 3.003
5 Years Earnings Growth 10.252 10.546

Sector Allocation

Name  Net % Category Average
Healthcare 26.080 12.232
Financial Services 23.340 16.976
Industrials 14.470 15.075
Technology 14.330 17.242
Consumer Cyclical 5.190 10.651
Basic Materials 4.320 6.027
Real Estate 3.720 2.837
Utilities 3.570 4.774
Communication Services 3.350 6.400
Consumer Defensive 2.490 7.290
Energy -0.830 4.677

Region Allocation

  • North America
  • Europe Developed
  • Developed Markets

Top Holdings

Number of long holdings: 186

Number of short holdings: 10

Name ISIN Weight % Last Change %
Option on EURO STOXX 50 PR EUR - 4.37 - -
Echiquier Short Term Credit SRI IXL FR001400N3E4 1.48 - -
Pernod Ricard SA 3.375% FR001400PX40 1.35 - -
Credit Mutuel Arkea 0.75% FR0014007Q96 1.27 - -
LVMH Moet Hennessy Vuitton SE 3.5% FR001400KJO0 1.26 - -
UniCredit S.p.A. 4.8% XS2577053825 1.25 - -
Credit Agricole S.A. 4% FR001400F7K2 1.24 - -
Banco Santander, S.A. 4.25% XS2634826031 1.23 - -
AstraZeneca PLC 3.75% XS2593105476 1.23 - -
Air Liquide Finance SA 3.375% FR001400QB37 1.18 - -

Top Equity Funds by La Financière de l'Echiquier

  Name Rating Total Assets YTD% 3Y% 10Y%
  Echiquier Agenor i 1.54B 2.74 -5.50 8.72
  Echiquier Agenor G 1.54B 2.19 -6.07 7.93
  Echiquier Agenor Mid Cap Europe A 1.54B 1.33 -7.01 6.81
  FR0010581728 1.48B 10.39 2.20 7.82
  FR0010321828 1.48B 9.34 1.14 6.69
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