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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.490 | 2.820 | 0.330 |
Stocks | 96.890 | 96.890 | 0.000 |
Other | 0.620 | 1.380 | 0.760 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.778 | 16.740 |
Price to Book | 2.757 | 2.477 |
Price to Sales | 1.553 | 1.738 |
Price to Cash Flow | 10.375 | 10.547 |
Dividend Yield | 2.803 | 2.244 |
5 Years Earnings Growth | 11.227 | 12.067 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.030 | 19.783 |
Healthcare | 18.570 | 13.655 |
Industrials | 16.940 | 17.247 |
Financial Services | 13.680 | 13.170 |
Consumer Defensive | 7.660 | 8.204 |
Consumer Cyclical | 7.370 | 11.018 |
Communication Services | 6.820 | 6.324 |
Basic Materials | 5.580 | 8.210 |
Energy | 1.270 | 7.170 |
Real Estate | 1.160 | 4.095 |
Utilities | 0.920 | 3.820 |
Number of long holdings: 178
Number of short holdings: 14
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.88 | 196.89 | +1.24% | |
Microsoft | US5949181045 | 2.52 | 423.85 | -0.16% | |
Broadcom | US11135F1012 | 2.05 | 1,407.04 | +0.41% | |
Novo Nordisk B | DK0062498333 | 1.79 | 984.0 | +1.10% | |
Visa A | US92826C8394 | 1.54 | 278.67 | +0.59% | |
Mastercard | US57636Q1040 | 1.42 | 449.79 | +0.25% | |
Alphabet C | US02079K1079 | 1.39 | 175.95 | -1.35% | |
UnitedHealth | US91324P1021 | 1.33 | 490.69 | -2.24% | |
Merck&Co | US58933Y1055 | 1.28 | 130.67 | +0.11% | |
Shell | GB00BP6MXD84 | 1.23 | 32.34 | +0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Private Wealth B | 18.45M | 0.55 | 2.09 | 1.23 | ||
First Private Wealth C | 18.52M | 0.79 | 7.07 | - | ||
First Private Wealth A | 44.69M | 0.89 | 2.96 | 2.10 | ||
First Private Europa Aktien ULM A | 217.7M | 1.72 | 7.58 | 3.42 | ||
First Private Europa Aktien ULM B | 840.61K | 10.26 | 3.70 | 4.78 |
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