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Liberté Stan62 (0P0000JQMK)

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5,490.800 -55.850    -1.01%
31/05 - Closed. Currency in EUR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 9.13M
Type:  Fund
Market:  France
Issuer:  CM-CIC Asset Management
ISIN:  FR0010106443 
Asset Class:  Equity
Liberté Stan62 5,490.800 -55.850 -1.01%

0P0000JQMK Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Liberté Stan62 (0P0000JQMK) fund. Our Liberté Stan62 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 6.410 6.410 0.000
Stocks 89.430 89.580 0.150
Other 4.160 4.160 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 14.655 16.456
Price to Book 2.384 2.408
Price to Sales 1.096 1.679
Price to Cash Flow 8.535 10.086
Dividend Yield 2.482 2.450
5 Years Earnings Growth 6.428 10.644

Sector Allocation

Name  Net % Category Average
Industrials 26.810 12.473
Healthcare 19.500 12.718
Basic Materials 18.960 5.921
Consumer Defensive 10.520 7.810
Energy 8.140 4.057
Technology 6.110 20.075
Consumer Cyclical 3.740 11.038
Utilities 3.450 2.982
Communication Services 2.770 6.941

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 30

Number of short holdings: 1

Name ISIN Weight % Last Change %
  EssilorLuxottica FR0000121667 5.03 201.00 -2.57%
  Microsoft US5949181045 4.80 442.57 +0.22%
SGS AG CH0002497458 4.58 - -
Arcelormittal LU0323134006 4.57 - -
  TotalEnergies SE FR0000120271 4.44 61.42 -1.43%
Union Moné Première FR0010252635 4.16 - -
  Air Liquide FR0000120073 4.05 159.28 -2.45%
  Coca-Cola US1912161007 3.91 62.55 -0.70%
  Roche Holding Participation CH0012032048 3.90 247.60 +0.73%
Technip FR0000131708 3.90 - -

Top Equity Funds by Dubly Transatlantique Gestion

  Name Rating Total Assets YTD% 3Y% 10Y%
  CM CIC Europe Growth C 2.36B 5.86 0.65 6.59
  Flexigestion Patrimoine 780.51M 2.47 -1.35 1.58
  CM CIC Equilibre International C 654.34M 4.60 -0.25 3.47
  CM CIC Equilibre International D 654.34M 4.60 -0.25 3.48
  CM CIC Dynamique International C 574.12M 8.25 2.30 5.34
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