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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.690 | 5.890 | 1.200 |
Stocks | 93.800 | 93.830 | 0.030 |
Bonds | 0.300 | 0.300 | 0.000 |
Other | 1.220 | 1.220 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.581 | 17.558 |
Price to Book | 2.224 | 2.773 |
Price to Sales | 1.464 | 2.034 |
Price to Cash Flow | 7.826 | 10.738 |
Dividend Yield | 2.231 | 2.514 |
5 Years Earnings Growth | 10.196 | 11.859 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 17.450 | 14.802 |
Technology | 16.090 | 21.482 |
Consumer Defensive | 13.100 | 9.673 |
Communication Services | 12.690 | 8.097 |
Financial Services | 12.320 | 16.993 |
Industrials | 8.650 | 14.272 |
Consumer Cyclical | 6.010 | 12.578 |
Energy | 4.910 | 6.722 |
Basic Materials | 4.100 | 9.597 |
Utilities | 2.840 | 6.100 |
Real Estate | 1.840 | 4.739 |
Number of long holdings: 565
Number of short holdings: 43
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.57 | 414.16 | +0.45% | |
Alphabet A | US02079K3059 | 1.99 | 167.18 | -1.64% | |
Visa A | US92826C8394 | 1.49 | 280.04 | +0.54% | |
Becton Dickinson | US0758871091 | 1.41 | 234.69 | -0.13% | |
Moody’s | US6153691059 | 1.25 | 401.67 | +0.03% | |
Exxon Mobil | US30231G1022 | 1.24 | 117.64 | -0.68% | |
Unilever | GB00B10RZP78 | 1.21 | 49.80 | +0.61% | |
J&J | US4781601046 | 1.19 | 149.45 | -0.27% | |
Equinor | NO0010096985 | 1.19 | 312.75 | +2.64% | |
WisdomTree Physical Gold | JE00B1VS3770 | 1.18 | 221.20 | +1.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BKBDSK37 | 501.76B | -8.39 | 7.74 | - | ||
IE00BDFC1F32 | 385.21B | - | - | - | ||
IE00BMQ64B47 | 316.34B | -26.46 | - | - | ||
IE00BK1MJ967 | 229.59B | -11.06 | - | - | ||
IE00BDFC1G49 | 190.59B | - | - | - |
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