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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 97.430 | 97.430 | 0.000 |
Other | 2.770 | 2.770 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.108 | 16.933 |
Price to Book | 2.273 | 2.507 |
Price to Sales | 1.186 | 1.736 |
Price to Cash Flow | 6.001 | 10.604 |
Dividend Yield | 2.963 | 2.248 |
5 Years Earnings Growth | 16.619 | 11.945 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.660 | 13.486 |
Technology | 18.240 | 19.846 |
Industrials | 15.020 | 17.270 |
Financial Services | 11.390 | 12.945 |
Consumer Defensive | 10.490 | 8.216 |
Basic Materials | 8.390 | 8.259 |
Communication Services | 6.910 | 6.275 |
Consumer Cyclical | 6.010 | 11.172 |
Energy | 2.420 | 7.175 |
Utilities | 1.760 | 3.733 |
Real Estate | 0.710 | 4.154 |
Number of long holdings: 135
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.44 | 187.43 | +0.62% | |
Microsoft | US5949181045 | 1.79 | 416.56 | +0.69% | |
UnitedHealth | US91324P1021 | 1.55 | 513.88 | +0.42% | |
Procter&Gamble | US7427181091 | 1.42 | 165.76 | -0.07% | |
Alphabet C | US02079K1079 | 1.33 | 171.93 | +0.60% | |
Merck&Co | US58933Y1055 | 1.17 | 128.66 | -0.49% | |
Novo Nordisk A/S Class B | DK0060534915 | 1.15 | - | - | |
Broadcom | US11135F1012 | 1.13 | 1,380.03 | +3.18% | |
Novartis | CH0012005267 | 1.02 | 93.49 | +0.45% | |
Shell | GB00BP6MXD84 | 1.02 | 33.94 | -1.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Private Wealth A | 43.85M | 1.07 | 3.75 | 2.33 | ||
First Private Wealth B | 18.76M | 0.80 | 2.90 | 1.45 | ||
First Private Wealth C | 18.44M | 0.79 | 7.07 | - | ||
First Private Europa Aktien ULM A | 217.7M | 1.72 | 7.58 | 3.42 | ||
First Private Europa Aktien ULM B | 837.18K | 7.37 | 3.94 | 4.68 |
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