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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.230 | 2.330 | 2.100 |
Stocks | 99.150 | 99.150 | 0.000 |
Other | 0.630 | 0.670 | 0.040 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.988 | 17.700 |
Price to Book | 2.953 | 2.843 |
Price to Sales | 1.918 | 1.999 |
Price to Cash Flow | 12.400 | 11.581 |
Dividend Yield | 1.913 | 2.107 |
5 Years Earnings Growth | 10.574 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.250 | 22.024 |
Financial Services | 14.800 | 15.440 |
Healthcare | 12.310 | 14.373 |
Consumer Cyclical | 10.670 | 10.756 |
Industrials | 10.550 | 12.079 |
Communication Services | 7.170 | 7.226 |
Consumer Defensive | 6.590 | 8.411 |
Energy | 4.490 | 4.019 |
Basic Materials | 3.900 | 4.362 |
Utilities | 2.140 | 2.551 |
Real Estate | 2.130 | 2.821 |
Number of long holdings: 319
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.71 | 395.12 | +1.49% | |
Apple | US0378331005 | 4.33 | 169.30 | -0.60% | |
NVIDIA | US67066G1040 | 4.08 | 830.03 | -3.93% | |
Amazon.com | US0231351067 | 2.32 | 178.86 | +2.21% | |
Alphabet C | US02079K1079 | 2.23 | 165.56 | +0.56% | |
Meta Platforms | US30303M1027 | 1.68 | 439.10 | +2.08% | |
E-mini S&P 500 Future Mar 24 | - | 1.55 | - | - | |
Berkshire Hathaway B | US0846707026 | 1.18 | 398.57 | +0.46% | |
Novo Nordisk B | DK0062498333 | 1.04 | 897.7 | -0.54% | |
Eli Lilly | US5324571083 | 0.91 | 776.70 | -0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FI4000349402 | 42.37B | 15.46 | 14.52 | - | ||
FI4000349410 | 42.37B | 15.46 | 14.52 | - | ||
FI4000064076 | 39.34B | 14.27 | 12.04 | 11.69 | ||
FI4000066766 | 39.34B | 14.27 | 12.04 | 11.69 | ||
FI4000048988 | 10.78B | 9.87 | 11.48 | 9.88 |
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