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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.640 | 0.730 | 0.090 |
Stocks | 99.360 | 99.360 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.561 | 20.056 |
Price to Book | 3.906 | 3.713 |
Price to Sales | 2.486 | 2.469 |
Price to Cash Flow | 14.180 | 13.766 |
Dividend Yield | 1.512 | 1.578 |
5 Years Earnings Growth | 11.045 | 11.654 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.010 | 28.082 |
Healthcare | 12.580 | 13.593 |
Financial Services | 12.360 | 14.048 |
Consumer Cyclical | 10.460 | 10.650 |
Communication Services | 8.920 | 8.499 |
Industrials | 8.140 | 8.942 |
Consumer Defensive | 5.960 | 5.909 |
Energy | 3.850 | 4.134 |
Real Estate | 2.420 | 2.510 |
Utilities | 2.160 | 2.386 |
Basic Materials | 2.140 | 3.009 |
Number of long holdings: 619
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.72 | 183.36 | +5.97% | |
Microsoft | US5949181045 | 6.54 | 406.66 | +2.22% | |
NVIDIA | US67066G1040 | 3.55 | 887.83 | +3.46% | |
Amazon.com | US0231351067 | 3.36 | 186.24 | +0.82% | |
Meta Platforms | US30303M1027 | 2.02 | 452.05 | +2.35% | |
Alphabet A | US02079K3059 | 1.94 | 167.21 | +0.35% | |
Alphabet C | US02079K1079 | 1.72 | 169.01 | +0.33% | |
Tesla | US88160R1014 | 1.25 | 181.14 | +0.63% | |
Broadcom | US11135F1012 | 1.22 | 1,278.11 | +3.19% | |
Eli Lilly | US5324571083 | 1.21 | 735.54 | -2.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9B | 18.17 | 9.14 | 13.09 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.13B | 16.91 | 7.54 | 10.23 | ||
UBS CH Vitainvest 50 World U | 4.32B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.17B | 18.12 | 8.92 | 12.85 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.35B | 11.77 | 0.06 | 7.48 |
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