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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.570 | 65.050 | 64.480 |
Stocks | 99.440 | 99.670 | 0.230 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.774 | 18.312 |
Price to Book | 3.227 | 3.093 |
Price to Sales | 1.961 | 2.255 |
Price to Cash Flow | 12.007 | 12.481 |
Dividend Yield | 2.286 | 2.009 |
5 Years Earnings Growth | 7.233 | 10.623 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.460 | 16.392 |
Technology | 19.140 | 23.997 |
Consumer Defensive | 13.340 | 7.546 |
Communication Services | 12.290 | 7.996 |
Industrials | 10.730 | 11.446 |
Healthcare | 10.670 | 13.074 |
Consumer Cyclical | 8.020 | 10.765 |
Utilities | 1.790 | 2.539 |
Energy | 1.690 | 3.477 |
Basic Materials | 0.690 | 3.920 |
Real Estate | 0.190 | 2.724 |
Number of long holdings: 202
Number of short holdings: 33
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 3.08 | 165.49 | +1.68% | |
Amazon.com | US0231351067 | 3.00 | 197.95 | +2.09% | |
Apple | US0378331005 | 2.95 | 213.49 | +1.82% | |
Microsoft | US5949181045 | 2.84 | 388.56 | +2.58% | |
IBM | US4592001014 | 2.35 | 248.35 | +1.04% | |
Cisco | US17275R1023 | 2.10 | 60.50 | +1.39% | |
Meta Platforms | US30303M1027 | 2.08 | 607.60 | +2.87% | |
Costco | US22160K1051 | 2.01 | 903.92 | +1.49% | |
Walmart | US9311421039 | 2.00 | 85.35 | +1.01% | |
JPMorgan | US46625H1005 | 1.99 | 232.44 | +3.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU0434928536 | 5.37B | 4.71 | 10.03 | 8.88 | ||
R BP US Premium Equities F | 5.37B | 4.84 | 10.86 | 9.70 | ||
Robeco BP US Premium Equities DH | 5.37B | 4.83 | 4.57 | 6.04 | ||
R BP US Premium Equities I | 5.37B | 4.86 | 11.01 | 9.84 | ||
R BP Global Premium Equities C | 4.83B | 7.98 | 11.86 | 8.64 |
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