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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.410 | 5.750 | 2.340 |
Stocks | 22.820 | 22.820 | 0.000 |
Bonds | 69.940 | 69.940 | 0.000 |
Convertible | 1.680 | 1.680 | 0.000 |
Preferred | 0.800 | 0.800 | 0.000 |
Other | 1.340 | 1.430 | 0.090 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.196 | 16.013 |
Price to Book | 1.371 | 2.313 |
Price to Sales | 1.528 | 1.621 |
Price to Cash Flow | 8.407 | 9.613 |
Dividend Yield | 2.900 | 2.603 |
5 Years Earnings Growth | 9.927 | 10.523 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 44.060 | 14.431 |
Basic Materials | 12.850 | 6.163 |
Technology | 8.970 | 20.443 |
Consumer Cyclical | 8.440 | 11.119 |
Industrials | 8.310 | 11.630 |
Healthcare | 4.390 | 12.713 |
Real Estate | 3.740 | 3.889 |
Communication Services | 3.170 | 7.075 |
Consumer Defensive | 2.890 | 7.835 |
Energy | 2.030 | 4.132 |
Utilities | 1.150 | 3.819 |
Number of long holdings: 73
Number of short holdings: 14
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
International Bank for Reconstruction & Development 4.75% | - | 5.31 | - | - | |
UBS MSCI USA Socially Responsible | LU0629460089 | 4.03 | 195.52 | -0.23% | |
DPAM L - Bonds Emerging Markets Sustainable F | LU0907928062 | 3.73 | 152.870 | -0.14% | |
Kreditanstalt Fur Wiederaufbau 1.25% | - | 3.60 | - | - | |
Italy .25 15-Mar-2028 | IT0005433690 | 3.60 | 89.110 | -0.08% | |
Bundei 0,5% Ap30 Eur | DE0001030559 | 3.55 | 100.48 | -0.21% | |
Japan (Government Of) 0.9% | JP1201811N77 | 3.42 | - | - | |
International Bank for Reconstruction & Development 3.125% | - | 3.22 | - | - | |
Btpi-15st41 2,55% | IT0004545890 | 2.97 | 108.20 | -0.07% | |
Btp Italia Mg25 Eur | IT0005410912 | 2.78 | 98.890 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mediobanca Social Impact C | 29.28M | 2.27 | 1.09 | - |
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