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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 102.070 | 102.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.619 | 17.780 |
Price to Book | 3.449 | 3.198 |
Price to Sales | 1.810 | 1.956 |
Price to Cash Flow | 13.149 | 13.254 |
Dividend Yield | 3.171 | 2.919 |
5 Years Earnings Growth | 5.690 | 7.639 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 28.290 | 29.908 |
Industrials | 18.620 | 15.878 |
Financial Services | 18.390 | 20.081 |
Consumer Defensive | 17.820 | 14.436 |
Basic Materials | 6.920 | 8.060 |
Consumer Cyclical | 4.990 | 5.514 |
Technology | 3.830 | 4.183 |
Real Estate | 0.600 | 2.113 |
Communication Services | 0.330 | 2.650 |
Utilities | 0.220 | 1.064 |
Number of long holdings: 81
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 15.53 | 95.34 | -0.21% | |
Novartis | CH0012005267 | 12.13 | 92.65 | -0.70% | |
Roche Holding Participation | CH0012032048 | 9.50 | 235.90 | +3.69% | |
ABB | CH0012221716 | 5.04 | 47.92 | -0.58% | |
UBS Group | CH0244767585 | 4.97 | 27.54 | -0.47% | |
Zurich Insurance Group | CH0011075394 | 4.91 | 464.00 | +2.36% | |
Richemont | CH0210483332 | 4.01 | 135.50 | -0.77% | |
Holcim | CH0012214059 | 3.56 | 79.12 | -0.33% | |
Smi Fut Jun24 | DE000C6XKEC2 | 2.82 | - | - | |
Partners Group | CH0024608827 | 2.56 | 1,286.00 | +0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VF CH Valiant Swiss Equities SPI I | 565M | 2.30 | 0.81 | 5.41 | ||
LO Institutional Strategies CH Swi | 338.82M | 3.37 | 0.06 | 5.49 | ||
LO Institutional Strategies CH Swis | 338.82M | 2.23 | 1.10 | 5.50 | ||
Avadis VermOgensbildung SICAV Strat | 243.39M | 3.20 | -0.77 | 3.87 | ||
Avadis VermOgensbildung SICAV Stra | 184.33M | 1.74 | -1.78 | 2.46 |
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