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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.55 | 8.87 | 5.32 |
Stocks | 92.18 | 92.28 | 0.10 |
Bonds | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 4.25 | 4.28 | 0.03 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.33 | 17.70 |
Price to Book | 3.05 | 2.84 |
Price to Sales | 2.15 | 2.00 |
Price to Cash Flow | 12.75 | 11.58 |
Dividend Yield | 2.00 | 2.11 |
5 Years Earnings Growth | 11.17 | 10.97 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.01 | 22.03 |
Industrials | 13.92 | 12.07 |
Consumer Cyclical | 13.57 | 10.76 |
Financial Services | 13.15 | 15.45 |
Healthcare | 12.72 | 14.37 |
Consumer Defensive | 6.69 | 8.41 |
Communication Services | 6.62 | 7.23 |
Basic Materials | 3.98 | 4.36 |
Energy | 2.22 | 4.01 |
Real Estate | 1.72 | 2.82 |
Utilities | 1.40 | 2.55 |
Number of long holdings: 31
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Xtrackers MSCI USA ESG UCITS ETF 1C | IE00BFMNPS42 | 9.63 | 51.95 | +0.99% | |
Amundi Index Solutions - Amundi MSCI Europe SRI UC | LU1861137484 | 6.66 | 82.34 | +0.63% | |
Invesco S&P 500 ESG | IE00BKS7L097 | 6.62 | 69.93 | +1.56% | |
iShares MSCI World ESG Enhanced UCITS ETF USD Acc | IE00BHZPJ569 | 6.29 | 7.72 | +0.64% | |
db x-trackers Nikkei 225 UCITS DR | LU0839027447 | 4.91 | 24.16 | +0.81% | |
JPMorgan Funds America Equity Fund I (acc) USD | LU0248041781 | 4.90 | 478.380 | +0.62% | |
Fidelity Funds European Dynamic Growth Fund I Ac | LU1353442731 | 4.78 | 20.820 | +0.58% | |
JSS Sustainable Eq Glb Th I10 EUR acc | LU2008796273 | 4.72 | - | - | |
BGF Euro-Markets I2 EUR | LU0368230206 | 4.18 | - | - | |
Amundi Japan Topix | LU1681037609 | 4.15 | 106.95 | +0.90% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kutxabank Gestion Activa Patrimonio | 378.15M | 1.37 | -0.50 | 0.19 | ||
Kutxabank Dividendo FI | 19.72M | 7.21 | 5.60 | 3.24 | ||
Kutxabank 0/100 Carteras FI | 572.69M | -3.92 | -9.64 | -5.64 | ||
Kutxabank Bolsa Sectorial FI | 438.63M | 7.59 | 3.91 | 5.17 | ||
Kutxabank Bolsa Eurozona FI | 32.42M | 10.12 | 5.46 | 4.11 |
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