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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.690 | 1.710 | 0.020 |
Stocks | 98.310 | 98.310 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.385 | 17.700 |
Price to Book | 2.992 | 2.843 |
Price to Sales | 2.338 | 1.999 |
Price to Cash Flow | 14.354 | 11.581 |
Dividend Yield | 1.464 | 2.107 |
5 Years Earnings Growth | 10.473 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.920 | 22.024 |
Financial Services | 18.450 | 15.440 |
Healthcare | 13.650 | 14.373 |
Consumer Cyclical | 10.000 | 10.756 |
Industrials | 9.720 | 12.079 |
Communication Services | 7.750 | 7.226 |
Consumer Defensive | 4.880 | 8.411 |
Basic Materials | 4.670 | 4.362 |
Energy | 3.080 | 4.019 |
Real Estate | 0.870 | 2.821 |
Number of long holdings: 93
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.88 | 397.84 | +0.73% | |
Visa A | US92826C8394 | 2.72 | 267.61 | +0.11% | |
Eli Lilly | US5324571083 | 2.71 | 755.91 | -2.68% | |
Amazon.com | US0231351067 | 2.69 | 184.72 | +3.20% | |
Ameriprise Financial | US03076C1062 | 2.28 | 416.48 | +0.74% | |
UnitedHealth | US91324P1021 | 2.25 | 492.97 | +1.83% | |
Alphabet A | US02079K3059 | 2.20 | 166.62 | +1.68% | |
Wells Fargo&Co | US9497461015 | 2.15 | 59.83 | +0.52% | |
Adobe | US00724F1012 | 2.11 | 476.57 | +1.53% | |
AXA | FR0000120628 | 2.03 | 31.87 | -1.76% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.13B | 18.17 | 9.14 | 13.09 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.55B | 16.91 | 7.54 | 10.23 | ||
UBS CH Vitainvest 50 World U | 4.33B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.19B | 18.12 | 8.92 | 12.85 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.37B | 11.77 | 0.06 | 7.48 |
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