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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.300 | 11.880 | 11.580 |
Stocks | 99.700 | 99.700 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.255 | 16.342 |
Price to Book | 7.305 | 2.722 |
Price to Sales | 5.033 | 2.092 |
Price to Cash Flow | 20.050 | 10.483 |
Dividend Yield | 0.547 | 2.778 |
5 Years Earnings Growth | 17.833 | 13.012 |
Name | Net % | Category Average |
---|---|---|
Technology | 49.050 | 20.011 |
Consumer Cyclical | 14.160 | 12.526 |
Communication Services | 12.230 | 9.222 |
Healthcare | 8.010 | 12.883 |
Financial Services | 6.090 | 19.445 |
Industrials | 4.650 | 13.902 |
Consumer Defensive | 2.960 | 8.423 |
Basic Materials | 2.020 | 9.101 |
Energy | 0.840 | 8.368 |
Number of long holdings: 60
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.36 | 140.70 | +0.74% | |
Apple | US0378331005 | 8.31 | 257.31 | +0.80% | |
Amazon.com | US0231351067 | 7.86 | 228.77 | +1.65% | |
Microsoft | US5949181045 | 7.75 | 438.33 | +0.71% | |
Meta Platforms | US30303M1027 | 5.25 | 604.88 | +0.84% | |
Broadcom | US11135F1012 | 4.07 | 238.88 | +2.81% | |
Alphabet A | US02079K3059 | 3.87 | 195.42 | +0.41% | |
Eli Lilly | US5324571083 | 3.79 | 793.45 | -0.36% | |
Mastercard | US57636Q1040 | 3.58 | 532.74 | +0.71% | |
Oracle | US68389X1054 | 2.91 | 171.23 | +1.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBSLuxEqUSA Growth USD CHF H Q Acc | 3.02B | 19.56 | 1.81 | 11.08 | ||
LU1050652996 | 3.02B | 20.09 | 2.34 | 11.75 | ||
UBSLux Strat Balanced CHF P Acc | 1.81B | 5.31 | -2.18 | 1.04 | ||
UBSLux Strat Balanced CHF QDist | 1.81B | 5.96 | -1.52 | 1.67 | ||
UBSLux Strat Balanced CHF PDist | 1.81B | 5.31 | -2.17 | 1.04 |
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