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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 101.820 | 101.820 | 0.000 |
Bonds | 0.450 | 0.450 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.893 | 21.057 |
Price to Book | 3.920 | 4.086 |
Price to Sales | 2.461 | 2.822 |
Price to Cash Flow | 14.099 | 14.821 |
Dividend Yield | 1.339 | 1.525 |
5 Years Earnings Growth | 12.914 | 10.657 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.340 | 29.559 |
Financial Services | 12.940 | 14.588 |
Healthcare | 11.340 | 12.291 |
Consumer Cyclical | 10.360 | 10.949 |
Communication Services | 9.850 | 9.026 |
Industrials | 8.100 | 8.665 |
Energy | 4.940 | 3.502 |
Consumer Defensive | 3.710 | 5.549 |
Utilities | 2.910 | 2.582 |
Real Estate | 2.360 | 2.226 |
Basic Materials | 2.160 | 2.705 |
Number of long holdings: 302
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.55 | 380.45 | +0.08% | |
Apple | US0378331005 | 5.87 | 220.84 | -2.92% | |
NVIDIA | US67066G1040 | 5.47 | 108.76 | +1.66% | |
MSCI USA Equal Weighted Net Total Return Future Dec 24 | DE000F1N4CK4 | 5.32 | - | - | |
Amazon.com | US0231351067 | 4.34 | 196.59 | +1.05% | |
Meta Platforms | US30303M1027 | 2.88 | 605.71 | +1.29% | |
Alphabet C | US02079K1079 | 2.18 | 165.98 | -1.09% | |
UnitedHealth | US91324P1021 | 1.91 | 486.04 | +1.21% | |
Wells Fargo&Co | US9497461015 | 1.32 | 67.28 | +0.75% | |
Exxon Mobil | US30231G1022 | 1.25 | 109.16 | -2.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00B2NLMV86 | 4.59B | 2.03 | 3.06 | 3.90 | ||
IE00B2NLMX01 | 4.59B | 2.04 | 2.77 | 3.54 | ||
IE00B2NLMW93 | 4.59B | 1.83 | 4.74 | 4.87 | ||
IE0032082988 | 2.39B | 18.81 | 4.68 | 6.35 | ||
Mediolanum Challenge Cyclical Equit | 1.21B | 3.17 | 8.80 | 8.23 |
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