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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.830 | 2.830 | 0.000 |
Stocks | 97.180 | 97.180 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.246 | 17.692 |
Price to Book | 2.271 | 2.835 |
Price to Sales | 1.157 | 2.016 |
Price to Cash Flow | 9.713 | 11.625 |
Dividend Yield | 2.523 | 2.115 |
5 Years Earnings Growth | 11.021 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.490 | 21.951 |
Financial Services | 15.000 | 15.485 |
Healthcare | 12.380 | 14.349 |
Consumer Cyclical | 11.360 | 10.648 |
Industrials | 9.460 | 12.117 |
Communication Services | 7.280 | 7.297 |
Consumer Defensive | 6.380 | 8.449 |
Energy | 4.290 | 4.038 |
Basic Materials | 3.500 | 4.376 |
Utilities | 2.450 | 2.587 |
Real Estate | 2.400 | 2.805 |
Number of long holdings: 187
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.79 | 415.13 | +0.23% | |
SWC (LU) EF Syst Resp USA NT | LU1900091650 | 4.26 | - | - | |
Apple | US0378331005 | 3.84 | 192.25 | +0.54% | |
Alphabet A | US02079K3059 | 2.67 | 172.50 | +0.23% | |
NVIDIA | US67066G1040 | 2.39 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 2.39 | 176.44 | -1.60% | |
Eli Lilly | US5324571083 | 1.32 | 820.34 | +0.65% | |
J&J | US4781601046 | 1.12 | 146.67 | +0.96% | |
Merck&Co | US58933Y1055 | 1.02 | 125.54 | +0.81% | |
Salesforce Inc | US79466L3024 | 0.96 | 234.44 | +7.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SWPortfolio Fund Yield R | 600.77M | 1.52 | -1.78 | 1.25 | ||
SWEquity Fund Selection Intl B | 117.11M | 10.53 | 9.37 | 7.25 |
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