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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.400 | 2.690 | 0.290 |
Stocks | 96.550 | 96.550 | 0.000 |
Other | 1.050 | 1.580 | 0.530 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.389 | 16.875 |
Price to Book | 2.890 | 2.501 |
Price to Sales | 1.616 | 1.728 |
Price to Cash Flow | 10.758 | 10.552 |
Dividend Yield | 2.415 | 2.252 |
5 Years Earnings Growth | 10.212 | 11.940 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.200 | 19.840 |
Healthcare | 18.650 | 13.502 |
Industrials | 17.270 | 17.260 |
Financial Services | 13.250 | 12.922 |
Consumer Cyclical | 7.560 | 11.156 |
Consumer Defensive | 7.360 | 8.221 |
Communication Services | 6.810 | 6.292 |
Basic Materials | 5.690 | 8.257 |
Real Estate | 1.180 | 4.206 |
Energy | 1.130 | 7.215 |
Utilities | 0.910 | 3.734 |
Number of long holdings: 180
Number of short holdings: 13
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 2.77 | - | - | |
Microsoft Corp | - | 2.61 | - | - | |
Broadcom Inc | - | 2.00 | - | - | |
Novo Nordisk B | DK0062498333 | 1.69 | 883.2 | +0.07% | |
Visa Inc Class A | - | 1.53 | - | - | |
Mastercard Inc Class A | - | 1.46 | - | - | |
UnitedHealth Group Inc | - | 1.30 | - | - | |
AbbVie Inc | - | 1.26 | - | - | |
Merck & Co Inc | - | 1.25 | - | - | |
Alphabet Inc Class C | - | 1.23 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Private Wealth A | 43.92M | 3.45 | 4.64 | 2.60 | ||
First Private Wealth B | 18.84M | 3.24 | 3.79 | 1.73 | ||
First Private Wealth C | 18.47M | 0.79 | 7.07 | - | ||
First Private Europa Aktien ULM A | 214.54M | 1.72 | 7.58 | 3.42 | ||
First Private Europa Aktien ULM B | 824.41K | 7.45 | 4.50 | 4.89 |
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