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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.830 | 6.420 | 2.590 |
Stocks | 26.030 | 26.030 | 0.000 |
Bonds | 30.820 | 32.890 | 2.070 |
Convertible | 0.110 | 0.110 | 0.000 |
Preferred | 0.090 | 0.090 | 0.000 |
Other | 39.130 | 39.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.303 | 15.334 |
Price to Book | 2.740 | 2.235 |
Price to Sales | 1.614 | 1.656 |
Price to Cash Flow | 9.953 | 9.768 |
Dividend Yield | 2.093 | 2.996 |
5 Years Earnings Growth | 10.622 | 10.101 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 27.390 | 12.294 |
Technology | 17.360 | 20.036 |
Financial Services | 12.700 | 16.127 |
Consumer Cyclical | 10.300 | 8.871 |
Consumer Defensive | 7.540 | 8.776 |
Industrials | 7.440 | 12.821 |
Communication Services | 5.930 | 6.867 |
Energy | 4.220 | 4.737 |
Utilities | 2.500 | 4.749 |
Basic Materials | 2.410 | 5.648 |
Real Estate | 2.200 | 5.116 |
Number of long holdings: 25
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Coutts US & Can Enh Idx Govt Bd C USDH D | IE0001ICC0N7 | 18.68 | - | - | |
Coutts Actvy Mgd Glbl Invmt Grd Crdt C $ | IE00BN782S95 | 16.35 | - | - | |
Coutts Europe Enh Idx Govt Bd C USD H D | IE000JOTEHJ8 | 12.45 | - | - | |
Coutts US ESG Insights Eq C USD D | IE00BN782N41 | 10.60 | - | - | |
Coutts Japan Enh Idx Govt Bd C USD H D | IE000WFTHFK4 | 7.98 | - | - | |
Coutts Actively Managed US Eq C USD D | IE00BN782R88 | 5.68 | - | - | |
L&G Global Health & Pharma Index C Inc | GB00BJ2JPH90 | 3.42 | - | - | |
Neuberger Berman Shrt DurEM DbtUSD I2Inc | IE00BDZRY043 | 3.23 | - | - | |
BlueBay Financial Cptl Bd G USD (AIDiv) | LU1720194635 | 2.26 | - | - | |
United States Treasury Notes 2.625% | - | 2.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Coutts Multi Asset Global BalancedA | -18.66 | -0.15 | - | |||
Coutts Multi Asset Global Balanced | -18.66 | -0.15 | - | |||
Coutts Multi Asset Global DefensivA | -16.28 | -1.79 | - | |||
Coutts Multi Asset Global DefensiAD | -16.29 | 2.30 | - | |||
Coutts Multi Asset Global DefensiBA | -16.39 | -2.08 | - |
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