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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.100 | 1.780 | 1.680 |
Stocks | 99.830 | 99.830 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.393 | 17.692 |
Price to Book | 2.856 | 2.835 |
Price to Sales | 2.034 | 2.016 |
Price to Cash Flow | 12.151 | 11.625 |
Dividend Yield | 2.039 | 2.115 |
5 Years Earnings Growth | 10.602 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.280 | 21.951 |
Financial Services | 14.740 | 15.485 |
Healthcare | 11.530 | 14.349 |
Industrials | 10.840 | 12.117 |
Consumer Cyclical | 10.740 | 10.648 |
Communication Services | 7.700 | 7.297 |
Consumer Defensive | 6.150 | 8.449 |
Energy | 4.650 | 4.038 |
Basic Materials | 3.610 | 4.376 |
Utilities | 2.430 | 2.587 |
Real Estate | 2.340 | 2.805 |
Number of long holdings: 123
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SWC (CH) IPF I IEF USA ST USD | CH0414225430 | 72.31 | - | - | |
SWC (CH) IEF Europe ex CH NT CHF | CH0117044658 | 15.26 | - | - | |
SWC (CH) IPF I IEF Japan ST | CH0512828978 | 6.26 | - | - | |
SWC (CH) IEF Pacific ex Japan NT CHF | CH0117044831 | 2.88 | - | - | |
E-mini S&P 500 Future June 24 | - | 0.41 | - | - | |
RBC | CA7800871021 | 0.22 | 107.48 | -1.03% | |
Toronto Dominion Bank | CA8911605092 | 0.17 | 76.10 | +0.90% | |
Shopify Inc | CA82509L1076 | 0.14 | 60.69 | +1.65% | |
Canadian Natural | CA1363851017 | 0.13 | 98.07 | -1.84% | |
Enbridge | CA29250N1050 | 0.13 | 36.03 | -1.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto CH IPF I Index Equity Fu | 6.63B | 10.60 | 8.37 | 9.76 | ||
Swisscanto CH IPF III Index EquAST | 3.84B | 10.63 | 7.97 | 9.33 | ||
CH0315621927 | 1.84B | 9.13 | -6.73 | - | ||
CH0011792451 | 866.71M | -19.58 | 1.16 | 7.27 | ||
Swisscanto CH Equity Fund NachhaltN | 969.63M | 17.86 | 5.98 | 11.28 |
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