Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.380 | 8.020 | 0.640 |
Stocks | 92.490 | 92.550 | 0.060 |
Other | 0.140 | 0.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.683 | 24.086 |
Price to Book | 3.949 | 4.527 |
Price to Sales | 2.922 | 3.307 |
Price to Cash Flow | 14.991 | 15.927 |
Dividend Yield | 1.286 | 1.224 |
5 Years Earnings Growth | 12.453 | 12.407 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.310 | 26.755 |
Healthcare | 23.090 | 16.367 |
Financial Services | 14.860 | 13.512 |
Communication Services | 10.400 | 7.933 |
Consumer Defensive | 9.310 | 7.992 |
Consumer Cyclical | 6.070 | 12.487 |
Utilities | 3.180 | 2.303 |
Industrials | 2.340 | 11.825 |
Energy | 1.900 | 3.331 |
Basic Materials | 1.520 | 4.323 |
Real Estate | 0.030 | 1.920 |
Number of long holdings: 69
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.15 | 420.21 | -0.19% | |
Alphabet C | US02079K1079 | 5.90 | 177.29 | +1.06% | |
UnitedHealth | US91324P1021 | 3.26 | 524.65 | +0.65% | |
AstraZeneca | GB0009895292 | 3.23 | 12,110.0 | -0.46% | |
Mastercard | US57636Q1040 | 3.16 | 460.41 | +0.34% | |
Thermo Fisher Scientific | US8835561023 | 3.08 | 595.23 | -0.32% | |
NextEra Energy | US65339F1012 | 2.91 | 76.08 | -0.43% | |
Sanofi | FR0000120578 | 2.73 | 89.17 | -1.19% | |
PepsiCo | US7134481081 | 2.59 | 182.19 | -0.50% | |
Amazon.com | US0231351067 | 2.35 | 184.70 | +0.58% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS D Equity Smaller German Compani | 99.65M | -35.23 | -3.00 | 6.63 | ||
UBS (D) Euro Aktiv - Balance | 108.86M | 2.35 | 0.74 | 3.20 | ||
UBS D AktienfondsSpecial I Deutschl | 100.75M | -23.18 | -2.91 | 4.67 | ||
UBS (D) Konzeptfonds Europe Plus | 91.52M | -10.05 | 1.44 | 5.07 | ||
UBS (D) Euro Aktiv - Substanz | 50.76M | -0.50 | -2.60 | 0.53 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review