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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 11.650 | 13.260 | 1.610 |
Stocks | 86.320 | 86.320 | 0.000 |
Bonds | 2.020 | 2.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.287 | 20.127 |
Price to Book | 2.062 | 2.982 |
Price to Sales | 1.177 | 1.836 |
Price to Cash Flow | 9.665 | 12.556 |
Dividend Yield | 2.442 | 1.759 |
5 Years Earnings Growth | 8.111 | 11.882 |
Name | Net % | Category Average |
---|---|---|
Industrials | 35.730 | 38.325 |
Technology | 22.130 | 24.816 |
Utilities | 13.560 | 7.386 |
Basic Materials | 10.720 | 7.783 |
Consumer Cyclical | 7.960 | 6.470 |
Healthcare | 3.830 | 7.970 |
Consumer Defensive | 3.050 | 3.881 |
Communication Services | 3.030 | 3.041 |
Number of long holdings: 40
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Pentair | IE00BLS09M33 | 4.66 | 78.85 | -0.28% | |
ABB | CH0012221716 | 4.56 | 45.06 | +0.38% | |
Engie | FR0010208488 | 4.39 | 15.22 | -2.75% | |
Makam 315 Mar 25 | IL0082403192 | 4.06 | 96.55 | -0.01% | |
Koninklijke DSM NV | NL0000009827 | 3.58 | - | - | |
Canadian Pacific Kansas City | CA13646K1084 | 3.57 | 79.56 | +2.57% | |
Chart Industries | US16115Q3083 | 3.43 | 145.00 | +0.01% | |
Holcim | CH0012214059 | 3.39 | 77.62 | +0.57% | |
Cummins | US2310211063 | 3.38 | 280.29 | -1.26% | |
Thermo Fisher Scientific | US8835561023 | 3.28 | 571.25 | -0.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Altshuler Shaham Dev Mkts Protctd F | 784.33M | 8.96 | 1.55 | 6.10 | ||
Altshuler Shaham Equity Storm | 662.65M | 6.17 | 4.45 | 7.96 | ||
Altshuler Shaham S&P500 Managed | 388.08M | 12.43 | 9.08 | 10.21 | ||
Altshuler Shaham TA MidCap Stock | 276.06M | 11.71 | 3.98 | 9.61 | ||
Altshuler Shaham Protectd Glbl Eq | 223.03M | 7.80 | -2.65 | 2.88 |
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