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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.850 | 4.300 | 0.450 |
Stocks | 72.920 | 73.050 | 0.130 |
Bonds | 20.500 | 20.520 | 0.020 |
Convertible | 0.320 | 0.320 | 0.000 |
Other | 2.380 | 2.390 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.440 | 16.157 |
Price to Book | 2.849 | 2.326 |
Price to Sales | 2.173 | 1.675 |
Price to Cash Flow | 13.089 | 9.529 |
Dividend Yield | 2.079 | 2.500 |
5 Years Earnings Growth | 10.958 | 11.173 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.880 | 19.381 |
Financial Services | 13.910 | 15.067 |
Industrials | 12.200 | 12.265 |
Healthcare | 12.180 | 12.468 |
Consumer Cyclical | 11.030 | 12.185 |
Communication Services | 6.430 | 7.150 |
Consumer Defensive | 6.380 | 7.929 |
Real Estate | 5.920 | 2.567 |
Basic Materials | 3.480 | 7.112 |
Utilities | 1.760 | 3.509 |
Energy | 0.830 | 4.657 |
Number of long holdings: 34
Number of short holdings: 13
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BNP Paribas Easy MSCI USA SRI S-Series 5% Capped U | LU1659681669 | 10.78 | 19.61 | +0.15% | |
UBS MSCI USA Socially Responsible | LU0629460089 | 10.77 | 197.56 | +0.35% | |
Lyxor Nasdaq-100 Ucits Dis | LU2197908721 | 9.08 | 180.64 | +0.27% | |
iShares MSCI World SRI UCITS ETF EUR (Acc) | IE00BYX2JD69 | 8.34 | 10.79 | +0.51% | |
Amundi MSCI World SRI Climate Net Zero Ambition PA | IE000Y77LGG9 | 8.32 | 92.84 | +0.23% | |
UBS ETF MSCI World Socially Responsible UCITS USD | LU0629459743 | 8.31 | 144.06 | +0.38% | |
Lyxor Green Bond DR C-EUR | LU1563454310 | 5.07 | 47.10 | 0.00% | |
UBS MSCI EM Socially Responsible A-dis | LU1048313891 | 4.39 | 12.1320 | -0.21% | |
BNP Paribas Easy MSCI Europe SRI S-Series 5% Cappe | LU1753045415 | 3.68 | 28.72 | 0.00% | |
BNP Paribas Easy MSCI Japan SRI S-Series 5% Capped | LU1753045928 | 2.69 | 20.91 | +0.84% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ve RI Equities Europe I | 218.94M | 8.51 | 10.91 | - | ||
Ve-RI Equities Europe (R) | 218.94M | -23.00 | -1.13 | 3.89 | ||
Veri ETF Dachfonds W | 54.68M | 1.58 | 6.05 | - | ||
Veri Multi Asset Allocation I | 39.09M | 0.26 | -3.47 | - |
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