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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.840 | 8.840 | 0.000 |
Stocks | 58.250 | 58.300 | 0.050 |
Bonds | 32.870 | 32.870 | 0.000 |
Other | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.120 | 14.891 |
Price to Book | 3.904 | 2.037 |
Price to Sales | 2.417 | 1.365 |
Price to Cash Flow | 13.537 | 8.491 |
Dividend Yield | 1.429 | 2.968 |
5 Years Earnings Growth | 11.890 | 10.610 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.160 | 15.299 |
Financial Services | 17.950 | 16.696 |
Healthcare | 13.240 | 11.990 |
Consumer Cyclical | 12.470 | 12.508 |
Industrials | 9.640 | 14.363 |
Communication Services | 7.580 | 5.871 |
Consumer Defensive | 7.000 | 8.661 |
Basic Materials | 4.600 | 6.442 |
Energy | 2.670 | 4.914 |
Utilities | 0.700 | 4.455 |
Number of long holdings: 534
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.05 | 406.32 | +1.82% | |
Alphabet A | US02079K3059 | 2.96 | 171.95 | +10.22% | |
Mastercard | US57636Q1040 | 2.50 | 462.23 | +0.03% | |
Amazon.com | US0231351067 | 1.86 | 179.62 | +3.43% | |
JPMorgan | US46625H1005 | 1.75 | 193.50 | +0.07% | |
NVIDIA | US67066G1040 | 1.74 | 877.35 | +6.18% | |
Adidas | DE000A1EWWW0 | 1.70 | 230.90 | +1.99% | |
Apple | US0378331005 | 1.60 | 169.30 | -0.35% | |
Linde PLC | IE000S9YS762 | 1.39 | 414.000 | +0.19% | |
Berkshire Hathaway A | US0846701086 | 1.20 | 607,342 | -0.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal I | 16.86B | 14.04 | 13.16 | 12.86 | ||
UniGlobal | 16.86B | 10.19 | 13.77 | 11.96 | ||
PrivatFonds: Kontrolliert | 15.43B | 5.71 | 0.50 | 1.68 | ||
UniFavorit: Aktien I | 10.98B | 16.97 | 12.98 | 12.64 | ||
UniFavorit: Aktien net | 10.98B | 16.78 | 12.04 | 11.76 |
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