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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.550 | 5.980 | 5.430 |
Stocks | 99.450 | 99.450 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.532 | 20.597 |
Price to Book | 3.184 | 3.813 |
Price to Sales | 2.600 | 2.553 |
Price to Cash Flow | 9.835 | 13.959 |
Dividend Yield | 1.499 | 1.584 |
5 Years Earnings Growth | 15.926 | 11.879 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.310 | 28.142 |
Healthcare | 19.470 | 12.992 |
Financial Services | 13.640 | 16.706 |
Consumer Cyclical | 11.110 | 10.075 |
Energy | 10.470 | 3.719 |
Consumer Defensive | 7.860 | 5.671 |
Communication Services | 6.800 | 8.205 |
Industrials | 6.740 | 8.582 |
Basic Materials | 1.600 | 2.858 |
Number of long holdings: 149
Number of short holdings: 108
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.39 | 437.30 | -0.32% | |
Alphabet A | US02079K3059 | 6.76 | 162.91 | +0.48% | |
ConocoPhillips | US20825C1045 | 4.29 | 111.16 | +0.55% | |
EOG Resources | US26875P1012 | 4.18 | 125.16 | -0.03% | |
Merck&Co | US58933Y1055 | 4.02 | 116.95 | -0.24% | |
Texas Instruments | US8825081040 | 3.45 | 202.23 | -2.59% | |
Bristol-Myers Squibb | US1101221083 | 3.38 | 49.12 | +0.19% | |
Elevance Health | US0367521038 | 3.35 | 538.13 | +0.02% | |
UnitedHealth | US91324P1021 | 3.34 | 575.02 | -0.35% | |
Amazon.com | US0231351067 | 2.94 | 189.96 | +0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0557290698 | 6.49B | 12.66 | 4.36 | 10.80 | ||
LU2032053097 | 6.49B | - | - | - | ||
LU0302446132 | 2.9B | 7.62 | -3.59 | 8.62 | ||
LU0302445910 | 2.9B | 7.04 | -4.36 | 7.86 | ||
LU0378800949 | 2.9B | 6.62 | -4.93 | 7.21 |
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