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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.160 | 2.530 | 0.370 |
Stocks | 97.630 | 97.630 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.210 | 0.210 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.682 | 17.692 |
Price to Book | 1.945 | 2.835 |
Price to Sales | 1.235 | 2.016 |
Price to Cash Flow | 7.944 | 11.625 |
Dividend Yield | 2.734 | 2.115 |
5 Years Earnings Growth | 8.409 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 20.940 | 14.349 |
Financial Services | 15.190 | 15.485 |
Industrials | 13.950 | 12.117 |
Consumer Defensive | 13.150 | 8.449 |
Technology | 10.670 | 21.951 |
Consumer Cyclical | 8.320 | 10.648 |
Basic Materials | 7.170 | 4.376 |
Communication Services | 5.960 | 7.297 |
Utilities | 1.940 | 2.587 |
Energy | 1.500 | 4.038 |
Real Estate | 1.210 | 2.805 |
Number of long holdings: 648
Number of short holdings: 28
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 6.39 | 95.56 | +1.51% | |
iShares MSCI EM ESG Enhanced UCITS ETF USD Acc | IE00BHZPJ239 | 4.31 | 5.01 | -2.18% | |
Novartis | CH0012005267 | 3.98 | 92.96 | +1.90% | |
Roche Holding Participation | CH0012032048 | 3.97 | 231.00 | +1.18% | |
Richemont | CH0210483332 | 1.62 | 144.05 | +0.91% | |
Zurich Insurance Group | CH0011075394 | 1.25 | 473.40 | +0.90% | |
UBS Group | CH0244767585 | 1.14 | 28.45 | +1.21% | |
ABB | CH0012221716 | 1.07 | 49.40 | +0.16% | |
BGF Emerging Markets I5 USD | LU1866970491 | 1.02 | - | - | |
Lonza Group | CH0013841017 | 0.85 | 486.40 | -0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Bellevues Lux BB Adamant Medtech HC | 1.51B | 2.99 | -4.86 | 8.10 | ||
Baloise Inv Lux BFI Activ CHF R Acc | 170.22M | 1.77 | -0.57 | 0.44 | ||
Baloise Inv Lux BFI Dynamic CHF R A | 63.83M | 3.32 | 3.26 | 3.09 | ||
LU0415392165 | 34.23M | 11.24 | -0.93 | 2.82 | ||
LU0415392082 | 34.23M | 10.99 | -1.61 | 2.10 |
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