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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 101.500 | 101.500 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.574 | 16.342 |
Price to Book | 3.010 | 2.722 |
Price to Sales | 2.172 | 2.092 |
Price to Cash Flow | 12.904 | 10.483 |
Dividend Yield | 1.977 | 2.778 |
5 Years Earnings Growth | 10.790 | 13.012 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.870 | 20.011 |
Financial Services | 14.980 | 19.445 |
Healthcare | 11.730 | 12.883 |
Industrials | 10.060 | 13.902 |
Consumer Cyclical | 9.870 | 12.526 |
Communication Services | 7.740 | 9.222 |
Consumer Defensive | 6.170 | 8.423 |
Energy | 4.230 | 8.368 |
Basic Materials | 3.270 | 9.101 |
Utilities | 2.680 | 5.566 |
Real Estate | 2.390 | 4.457 |
Number of long holdings: 121
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (CH) IPF I IEF USA ST USD | CH0414225430 | 74.73 | - | - | |
SWC (CH) IEF Europe ex CH NT CHF | CH0117044658 | 13.72 | - | - | |
SWC (CH) IPF I IEF Japan ST | CH0512828978 | 5.69 | - | - | |
SWC (CH) IEF Pacific ex Japan NT CHF | CH0117044831 | 2.82 | - | - | |
E-mini S&P 500 Future Dec 24 | - | 0.73 | - | - | |
RBC | CA7800871021 | 0.25 | 120.72 | +0.84% | |
Toronto Dominion Bank | CA8911605092 | 0.14 | 75.03 | +1.12% | |
Shopify Inc | CA82509L1076 | 0.14 | 108.95 | +1.76% | |
Enbridge | CA29250N1050 | 0.13 | 41.37 | +1.62% | |
Canadian Natural | CA1363851017 | 0.11 | 42.50 | +0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto CH IPF I Index Equity Fu | 7.4B | 20.50 | 5.19 | 9.24 | ||
Swisscanto CH IPF III Index EquAST | 5.9B | 20.18 | 4.77 | 8.87 | ||
Swisscanto CH IPF I Index Equity CH | 2.54B | 28.50 | 7.65 | 9.64 | ||
CH0315621927 | 1.83B | 12.15 | -3.13 | - | ||
Swisscanto CH Equity Fund NachhaltN | 1.02B | 28.41 | 5.05 | 10.85 |
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