Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.640 | 0.730 | 0.090 |
Stocks | 99.360 | 99.360 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.561 | 20.053 |
Price to Book | 3.906 | 3.712 |
Price to Sales | 2.486 | 2.467 |
Price to Cash Flow | 14.180 | 13.756 |
Dividend Yield | 1.512 | 1.579 |
5 Years Earnings Growth | 11.045 | 11.656 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.010 | 28.087 |
Healthcare | 12.580 | 13.593 |
Financial Services | 12.360 | 14.041 |
Consumer Cyclical | 10.460 | 10.654 |
Communication Services | 8.920 | 8.503 |
Industrials | 8.140 | 8.938 |
Consumer Defensive | 5.960 | 5.907 |
Energy | 3.850 | 4.135 |
Real Estate | 2.420 | 2.508 |
Utilities | 2.160 | 2.384 |
Basic Materials | 2.140 | 3.013 |
Number of long holdings: 619
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.72 | 173.50 | +2.48% | |
Microsoft | US5949181045 | 6.54 | 402.25 | -1.00% | |
NVIDIA | US67066G1040 | 3.55 | 877.57 | +0.03% | |
Amazon.com | US0231351067 | 3.36 | 180.96 | +0.75% | |
Meta Platforms | US30303M1027 | 2.02 | 432.62 | -2.41% | |
Alphabet A | US02079K3059 | 1.94 | 166.15 | -3.37% | |
Alphabet C | US02079K1079 | 1.72 | 167.90 | -3.33% | |
Tesla | US88160R1014 | 1.25 | 194.05 | +15.31% | |
Broadcom | US11135F1012 | 1.22 | 1,338.62 | -0.41% | |
Eli Lilly | US5324571083 | 1.21 | 737.20 | +0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.02B | 18.17 | 9.14 | 13.09 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.49B | 16.91 | 7.54 | 10.23 | ||
UBS CH Vitainvest 50 World U | 4.3B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.17B | 18.12 | 8.92 | 12.85 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.34B | 11.77 | 0.06 | 7.48 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review