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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.970 | 2.150 | 0.180 |
Stocks | 97.970 | 97.970 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.288 | 17.692 |
Price to Book | 2.892 | 2.835 |
Price to Sales | 1.965 | 2.016 |
Price to Cash Flow | 12.274 | 11.625 |
Dividend Yield | 1.963 | 2.115 |
5 Years Earnings Growth | 10.482 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.140 | 21.951 |
Financial Services | 14.200 | 15.485 |
Healthcare | 12.340 | 14.349 |
Consumer Cyclical | 11.060 | 10.648 |
Industrials | 10.470 | 12.117 |
Communication Services | 7.530 | 7.297 |
Consumer Defensive | 6.250 | 8.449 |
Energy | 3.860 | 4.038 |
Basic Materials | 3.520 | 4.376 |
Real Estate | 2.330 | 2.805 |
Utilities | 2.310 | 2.587 |
Number of long holdings: 20
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Migros Bank (CH) Fds Ins NAStock I | CH0023406835 | 48.62 | - | - | |
iShares MSCI USA ESG Screened UCITS Acc | IE00BFNM3G45 | 14.25 | 9.65 | -0.97% | |
Migros Bank (CH) Fds EuropeStock I | CH0023406645 | 11.75 | - | - | |
Migros Bank (CH) Fds Ins NAStock Sust I | CH0363485837 | 9.09 | - | - | |
Mi-Fonds CH Institutional - Pacific Stock | CH0023406850 | 5.10 | 111.000 | -1.76% | |
UBS ETF MSCI Japan UCITS JPY A-dis | LU0136240974 | 2.92 | 50.42 | +0.76% | |
iShares MSCI World ESG Screened UCITS ETF USD (Acc | IE00BFNM3J75 | 2.11 | 9.19 | -0.69% | |
Migros Bank (CH) Fds SwissStock I | CH0023406611 | 1.92 | - | - | |
Migros Bank (CH) Fds Ins EuropeStc Sus I | CH0363485829 | 1.54 | - | - | |
Migros Bank (CH) Fds Ins PacificStcSus I | CH0363485860 | 0.84 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Institutional Fund 2 EquiP2X | 8.84B | 15.34 | 7.49 | 12.79 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.16B | 14.71 | 6.35 | 9.94 | ||
UBS CH Vitainvest 50 World U | 4.36B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.22B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.2B | 8.10 | -1.28 | 7.33 |
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