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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.740 | 15.690 | 8.950 |
Stocks | 46.630 | 49.040 | 2.410 |
Bonds | 38.010 | 38.270 | 0.260 |
Other | 8.620 | 8.620 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.056 | 17.383 |
Price to Book | 2.425 | 2.793 |
Price to Sales | 1.712 | 1.951 |
Price to Cash Flow | 11.259 | 11.284 |
Dividend Yield | 2.852 | 2.503 |
5 Years Earnings Growth | 8.922 | 9.557 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 19.300 | 19.542 |
Financial Services | 15.890 | 16.716 |
Consumer Defensive | 12.740 | 11.895 |
Industrials | 12.130 | 11.062 |
Technology | 11.300 | 16.087 |
Consumer Cyclical | 7.980 | 8.478 |
Real Estate | 6.670 | 3.116 |
Basic Materials | 5.470 | 5.635 |
Communication Services | 4.100 | 5.252 |
Energy | 2.560 | 2.660 |
Utilities | 1.850 | 1.652 |
Number of long holdings: 29
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Migros Bank (CH) Fds SwissStock I | CH0023406611 | 17.91 | - | - | |
Migros Bank (CH) Fds Ins CorpBd CHF I | CH0023406785 | 12.15 | - | - | |
Mi-Fonds CH Swiss Franc Bond I | CH0023406736 | 11.86 | 108.350 | +0.07% | |
Migros Bank (CH) Fds EuropeStock I | CH0023406645 | 9.03 | - | - | |
Migros Bank (CH) Fds SwissImmo I | CH0108312718 | 8.69 | - | - | |
Migros Bank (CH) Fds Ins NAStock I | CH0023406835 | 7.87 | - | - | |
Mi-Fonds CH Institutional - Government Bond CHF I | CH0023406819 | 5.75 | 100.880 | +0.09% | |
Migros Bank (CH) Fds SwissFrancBd M/T I | CH0023406777 | 4.46 | - | - | |
Mi-Fonds CH Institutional - Pacific Stock | CH0023406850 | 4.00 | 112.550 | +0.61% | |
Nordea 1 - Alpha 10 MA Fd HBI CHF | LU0772955935 | 1.92 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 9.15B | 18.17 | 9.14 | 13.09 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.19B | 16.91 | 7.54 | 10.23 | ||
UBS CH Vitainvest 50 World U | 4.38B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.21B | 18.12 | 8.92 | 12.85 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.21B | 11.77 | 0.06 | 7.48 |
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