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Inversiones Echemu, Sicav, S.a. (0P0000IT4P)

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29.030 +0.130    +0.43%
22/11 - Delayed Data. Currency in EUR
Type:  Fund
Market:  Spain
ISIN:  ES0155941133 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 129.17M
INVERSIONES ECHEMU, SICAV, SA 29.030 +0.130 +0.43%

0P0000IT4P Holdings

 
Comprehensive information about top holdings and Key Holding Information for the INVERSIONES ECHEMU, SICAV, SA (0P0000IT4P) fund. Our INVERSIONES ECHEMU, SICAV, SA 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 3.850 11.000 7.150
Stocks 75.050 75.050 0.000
Bonds 19.880 19.910 0.030
Convertible 0.080 0.080 0.000
Preferred 1.140 1.140 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 12.385 15.202
Price to Book 1.737 2.113
Price to Sales 1.199 1.568
Price to Cash Flow 7.223 8.836
Dividend Yield 2.847 2.585
5 Years Earnings Growth 8.738 12.336

Sector Allocation

Name  Net % Category Average
Financial Services 17.640 16.646
Communication Services 13.900 7.922
Technology 13.180 17.761
Consumer Cyclical 10.250 12.746
Consumer Defensive 10.230 6.811
Industrials 10.110 12.413
Energy 9.520 5.369
Utilities 5.560 3.873
Basic Materials 5.110 6.305
Healthcare 4.370 11.159
Real Estate 0.140 2.747

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 57

Number of short holdings: 1

Name ISIN Weight % Last Change %
UBS Corto Plazo A FI ES0155598008 4.66 - -
  Alphabet C US02079K1079 4.18 170.62 +0.70%
  ASML Holding NL0010273215 3.14 635.80 -0.66%
  BBVA ES0113211835 3.05 8.790 -1.74%
  Inditex ES0148396007 3.02 51.870 -1.69%
  Ferrovial NL0015001FS8 2.95 39.069 +1.22%
  Microsoft US5949181045 2.72 427.99 +2.20%
  TotalEnergies SE FR0000120271 2.60 54.00 -1.69%
  Repsol ES0173516115 2.40 11.755 -0.76%
  Air Liquide FR0000120073 2.38 155.98 -0.64%

Top Equity Funds by UBS Wealth Management SGIIC SA

  Name Rating Total Assets YTD% 3Y% 10Y%
  Swift Inversiones SICAV 461.31M 15.58 7.97 7.44
  ES0172236004 73.79M 4.61 - -
  JIMINY CRICKET 69.01M 9.32 2.16 4.06
  CAR 2003 INVERSIONES MOBILIARIAS 41.28M 6.81 0.75 0.93
  CS Global Fondos Gestion Activa FI 23.27M 8.99 0.58 2.08
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