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Robeco New World Financials D $ (0P00013LD2)

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200.770 -0.100    -0.05%
23/12 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 451.7M
Type:  Fund
Market:  Luxembourg
Issuer:  Robeco Institutional Asset Mgmt BV
ISIN:  LU1079558364 
Asset Class:  Equity
Robeco New World Financials D $ 200.770 -0.100 -0.05%

0P00013LD2 Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Robeco New World Financials D $ (0P00013LD2) fund. Our Robeco New World Financials D $ 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 0.480 32.560 32.080
Stocks 99.520 99.520 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 11.562 11.317
Price to Book 1.615 1.532
Price to Sales 2.078 1.884
Price to Cash Flow 11.358 11.870
Dividend Yield 3.011 3.105
5 Years Earnings Growth 11.420 10.074

Sector Allocation

Name  Net % Category Average
Financial Services 84.540 93.408
Technology 13.010 6.464
Consumer Cyclical 0.990 3.358
Industrials 0.960 2.540
Real Estate 0.490 1.062

Region Allocation

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

Top Holdings

Number of long holdings: 226

Number of short holdings: 72

Name ISIN Weight % Last Change %
  Goldman Sachs US38141G1040 3.45 582.79 +2.10%
  Morgan Stanley US6174464486 3.30 127.06 +2.10%
  Fiserv US3377381088 3.13 209.45 +1.33%
  AIA Group HK0000069689 3.13 56.70 +2.25%
  PayPal US70450Y1038 2.87 88.25 +1.55%
  Visa A US92826C8394 2.62 320.65 +1.08%
  Bank of America US0605051046 2.60 44.38 +1.12%
  Ameriprise Financial US03076C1062 2.48 538.78 +0.85%
  Block US8522341036 2.45 91.08 +2.00%
  Adyen NL0012969182 2.24 1,435.60 +1.10%

Top Equity Funds by Robeco Institutional Asset Management BV

  Name Rating Total Assets YTD% 3Y% 10Y%
  LU2216803838 5.27B 10.26 7.12 -
  LU1058973592 4.7B 10.25 7.32 7.79
  LU1058974137 4.7B 9.68 6.66 7.11
  LU2146191130 2.99B 7.63 -0.25 8.41
  LU2145463027 2.85B 7.61 -0.75 11.53
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