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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.720 | 4.720 | 0.000 |
Stocks | 94.760 | 94.760 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.400 | 0.400 | 0.000 |
Other | 0.110 | 0.120 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.016 | 17.780 |
Price to Book | 3.268 | 3.198 |
Price to Sales | 1.713 | 1.956 |
Price to Cash Flow | 13.564 | 13.254 |
Dividend Yield | 2.621 | 2.919 |
5 Years Earnings Growth | 9.056 | 7.639 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 24.980 | 29.908 |
Industrials | 24.440 | 15.878 |
Financial Services | 16.650 | 20.081 |
Basic Materials | 11.620 | 8.060 |
Consumer Defensive | 8.100 | 14.436 |
Consumer Cyclical | 6.720 | 5.514 |
Technology | 5.860 | 4.183 |
Utilities | 1.630 | 1.064 |
Number of long holdings: 43
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Holcim | CH0012214059 | 4.75 | 78.32 | +0.08% | |
Richemont | CH0210483332 | 4.48 | 136.40 | +1.26% | |
Nestle | CH0038863350 | 4.33 | 94.82 | -0.19% | |
Zurich Insurance Group | CH0011075394 | 4.28 | 452.50 | -0.57% | |
Sika | CH0418792922 | 4.04 | 278.20 | -0.14% | |
Lonza Group | CH0013841017 | 4.01 | 507.40 | -1.74% | |
ABB | CH0012221716 | 3.93 | 47.61 | -0.42% | |
Roche Holding Participation | CH0012032048 | 3.88 | 224.60 | -1.40% | |
UBS Group | CH0244767585 | 3.76 | 27.33 | +0.77% | |
Novartis | CH0012005267 | 3.64 | 93.49 | +0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PPF LPActive Value CHF | 129.82M | 7.72 | 4.89 | 5.79 | ||
White Fleet OLZ Efficient World Eqb | 54.23M | 4.61 | 0.21 | 3.73 | ||
LU0803003523 | 43.57M | 5.10 | -0.26 | 0.83 | ||
White FleetOLZ EfficientWrldEM Eq I | 43.57M | 5.26 | 0.19 | 1.38 | ||
LU1023367391 | 22.82M | 9.38 | 9.68 | - |
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