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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.720 | 4.720 | 0.000 |
Stocks | 94.760 | 94.760 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.400 | 0.400 | 0.000 |
Other | 0.110 | 0.120 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.016 | 17.759 |
Price to Book | 3.268 | 3.184 |
Price to Sales | 1.713 | 1.970 |
Price to Cash Flow | 13.564 | 13.276 |
Dividend Yield | 2.621 | 2.931 |
5 Years Earnings Growth | 9.056 | 7.677 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 24.980 | 29.865 |
Industrials | 24.440 | 15.898 |
Financial Services | 16.650 | 20.078 |
Basic Materials | 11.620 | 8.059 |
Consumer Defensive | 8.100 | 14.487 |
Consumer Cyclical | 6.720 | 5.545 |
Technology | 5.860 | 4.143 |
Utilities | 1.630 | 1.078 |
Number of long holdings: 43
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Holcim | CH0012214059 | 4.75 | 80.24 | +0.98% | |
Richemont | CH0210483332 | 4.48 | 143.35 | +0.77% | |
Nestle | CH0038863350 | 4.33 | 92.42 | -0.94% | |
Zurich Insurance Group | CH0011075394 | 4.28 | 471.70 | 0.00% | |
Sika | CH0418792922 | 4.04 | 283.70 | -0.07% | |
Lonza Group | CH0013841017 | 4.01 | 516.40 | +0.86% | |
ABB | CH0012221716 | 3.93 | 49.23 | +0.53% | |
Roche Holding Participation | CH0012032048 | 3.88 | 230.40 | -0.73% | |
UBS Group | CH0244767585 | 3.76 | 28.19 | +0.89% | |
Novartis | CH0012005267 | 3.64 | 91.74 | -1.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PPF LPActive Value CHF | 129.66M | 7.72 | 4.89 | 5.79 | ||
White Fleet OLZ Efficient World Eqb | 54.04M | 4.61 | 0.21 | 3.73 | ||
White FleetOLZ EfficientWrldEM Eq I | 44.16M | 5.26 | 0.19 | 1.38 | ||
LU0803003523 | 44.16M | 5.10 | -0.26 | 0.83 | ||
LU1023367391 | 23.2M | 9.38 | 9.68 | - |
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