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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.580 | 1.290 | 0.710 |
Stocks | 99.420 | 99.430 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.933 | 20.061 |
Price to Book | 3.935 | 3.721 |
Price to Sales | 2.552 | 2.472 |
Price to Cash Flow | 14.204 | 13.658 |
Dividend Yield | 1.514 | 1.591 |
5 Years Earnings Growth | 11.661 | 11.649 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.340 | 28.317 |
Financial Services | 12.440 | 13.983 |
Healthcare | 12.170 | 13.406 |
Consumer Cyclical | 10.500 | 10.490 |
Communication Services | 9.220 | 8.669 |
Industrials | 8.370 | 8.876 |
Consumer Defensive | 6.010 | 5.882 |
Energy | 4.130 | 4.192 |
Utilities | 2.400 | 2.518 |
Real Estate | 2.230 | 2.362 |
Basic Materials | 2.200 | 3.017 |
Number of long holdings: 621
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.21 | 459.28 | +0.56% | |
Apple | US0378331005 | 5.65 | 220.37 | +1.67% | |
NVIDIA | US67066G1040 | 4.82 | 122.67 | -1.31% | |
Amazon.com | US0231351067 | 3.68 | 200.00 | +1.42% | |
Alphabet A | US02079K3059 | 2.18 | 185.24 | +1.23% | |
Meta Platforms | US30303M1027 | 2.15 | 509.57 | +0.97% | |
Alphabet C | US02079K1079 | 1.92 | 186.63 | +1.16% | |
Eli Lilly | US5324571083 | 1.42 | 906.71 | -0.84% | |
Broadcom | US11135F1012 | 1.31 | 1,658.22 | +1.06% | |
JPMorgan | US46625H1005 | 1.26 | 208.83 | +1.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS CH Vitainvest 50 World U | 4.4B | 2.45 | -0.62 | 2.66 | ||
UBS CH Institutional Fund 2 EquiPAX | 4.26B | 17.83 | 7.25 | 9.85 | ||
UBS CH Institutional Fund 2 EquUSAX | 2.32B | 11.99 | 9.95 | 12.62 | ||
UBS CH Institutional Fund 2 EquUSAA | 2.32B | 18.79 | 8.66 | 12.45 | ||
UBS CH Institutional Fund 2 EquiSCX | 2.43B | 11.18 | -0.18 | 7.35 |
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