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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.560 | 39.540 | 37.980 |
Stocks | 52.910 | 52.910 | 0.000 |
Bonds | 39.930 | 41.740 | 1.810 |
Convertible | 0.180 | 0.180 | 0.000 |
Other | 5.410 | 5.410 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.086 | 17.406 |
Price to Book | 2.576 | 2.791 |
Price to Sales | 2.286 | 1.956 |
Price to Cash Flow | 13.840 | 11.304 |
Dividend Yield | 2.622 | 2.503 |
5 Years Earnings Growth | 8.500 | 9.543 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.240 | 19.553 |
Industrials | 14.980 | 10.856 |
Financial Services | 14.800 | 16.806 |
Real Estate | 12.070 | 3.089 |
Consumer Defensive | 11.550 | 11.875 |
Technology | 10.510 | 16.134 |
Consumer Cyclical | 7.040 | 8.428 |
Basic Materials | 4.360 | 5.598 |
Communication Services | 4.050 | 5.290 |
Utilities | 1.840 | 1.649 |
Energy | 0.560 | 2.576 |
Number of long holdings: 2,236
Number of short holdings: 203
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (CH) IEF CH Ttl (I) DT CHF | CH0117043718 | 9.00 | - | - | |
SWC (CH) Idx REF Switzerland ind FA CHF | CH0315623055 | 4.94 | - | - | |
Euro-Schatz Fut Jun24 Expo | - | 1.75 | - | - | |
Nestle | CH0038863350 | 1.14 | 95.30 | -1.37% | |
Microsoft | US5949181045 | 1.02 | 429.99 | +1.09% | |
Roche Holding Participation | CH0012032048 | 0.91 | 234.40 | -1.14% | |
Apple | US0378331005 | 0.86 | 192.30 | +0.66% | |
Vonovia | DE000A1ML7J1 | 0.82 | 28.77 | -2.41% | |
NVIDIA | US67066G1040 | 0.77 | 947.98 | +0.02% | |
Novartis | CH0012005267 | 0.69 | 93.89 | +0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AXA Swiss Institutional Fund Equiti | 74.66M | 29.11 | 17.85 | 12.59 | ||
AXA Swiss Institutional Fund Equit2 | 74.66M | 13.12 | 5.93 | 9.58 |
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