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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.56 | 7.78 | 4.22 |
Stocks | 92.30 | 92.30 | 0.00 |
Bonds | 0.06 | 0.06 | 0.00 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 4.07 | 4.08 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.82 | 17.92 |
Price to Book | 3.15 | 3.01 |
Price to Sales | 2.22 | 2.20 |
Price to Cash Flow | 13.28 | 12.28 |
Dividend Yield | 2.08 | 2.05 |
5 Years Earnings Growth | 11.16 | 11.33 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.71 | 23.50 |
Financial Services | 14.17 | 16.13 |
Consumer Cyclical | 13.24 | 10.46 |
Industrials | 12.89 | 11.59 |
Healthcare | 12.06 | 13.55 |
Communication Services | 7.55 | 7.64 |
Consumer Defensive | 5.59 | 7.80 |
Basic Materials | 3.59 | 4.14 |
Energy | 2.25 | 3.65 |
Real Estate | 1.58 | 2.81 |
Utilities | 1.37 | 2.73 |
Number of long holdings: 32
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Xtrackers MSCI USA ESG UCITS ETF 1C | IE00BFMNPS42 | 10.03 | 62.51 | +0.45% | |
iShares MSCI World ESG Enhanced UCITS ETF USD Acc | IE00BHZPJ569 | 7.63 | 8.97 | +0.34% | |
Invesco S&P 500 ESG | IE00BKS7L097 | 6.83 | 81.40 | +0.61% | |
Amundi Index Solutions - Amundi MSCI Europe SRI UC | LU1861137484 | 6.23 | 82.33 | -1.13% | |
Morgan Stanley Investment Funds - US Growth Fund Z | LU0360477805 | 4.96 | 174.060 | -1.88% | |
JPMorgan Funds America Equity Fund I (acc) USD | LU0248041781 | 4.88 | 545.690 | -0.92% | |
JSS Sustainable Eq Glb Th I10 EUR acc | LU2008796273 | 4.74 | - | - | |
Fidelity Funds European Dynamic Growth Fund I Ac | LU1353442731 | 4.38 | 20.750 | -0.62% | |
db x-trackers Nikkei 225 UCITS DR | LU0839027447 | 4.35 | 24.78 | +0.04% | |
Amundi Japan Topix | LU1681037609 | 3.91 | 109.00 | -0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kutxabank Bolsa EEUU FI | 21.09M | 21.31 | 7.91 | 7.09 | ||
Kutxabank Renta Global FI | 5.71M | 3.16 | -1.93 | 0.18 | ||
Kutxabank Bolsa Emergentes FI | 5.66M | 8.57 | -3.04 | 1.73 | ||
Kutxabank 0/100 Carteras FI | 587.53M | -6.18 | -8.95 | -5.74 | ||
Kutxabank Dividendo FI | 19.19M | 5.60 | 3.19 | 2.83 |
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