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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.160 | 4.160 | 0.000 |
Stocks | 95.060 | 95.560 | 0.500 |
Bonds | 0.780 | 0.780 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.325 | 17.709 |
Price to Book | 3.638 | 2.838 |
Price to Sales | 3.234 | 2.017 |
Price to Cash Flow | 16.653 | 11.633 |
Dividend Yield | 1.517 | 2.113 |
5 Years Earnings Growth | 12.863 | 10.946 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.970 | 21.949 |
Healthcare | 18.520 | 14.360 |
Financial Services | 14.190 | 15.489 |
Consumer Cyclical | 10.740 | 10.649 |
Industrials | 7.060 | 12.112 |
Communication Services | 6.910 | 7.271 |
Basic Materials | 5.130 | 4.382 |
Energy | 4.960 | 4.045 |
Consumer Defensive | 3.740 | 8.437 |
Real Estate | 1.040 | 2.806 |
Utilities | 0.740 | 2.571 |
Number of long holdings: 93
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.08 | - | - | |
NVIDIA Corp | - | 5.17 | - | - | |
Amazon.com Inc | - | 4.05 | - | - | |
Apple Inc | - | 3.34 | - | - | |
Meta Platforms Inc Class A | - | 3.09 | - | - | |
JPMorgan Chase & Co | - | 3.02 | - | - | |
Eli Lilly and Co | - | 2.71 | - | - | |
Alphabet Inc Class A | - | 2.08 | - | - | |
Bank of America | US0605051046 | 2.03 | 38.72 | -1.53% | |
Wells Fargo & Co | - | 2.01 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal | 17.64B | 10.19 | 13.77 | 11.96 | ||
PrivatFonds: Kontrolliert | 15.62B | 4.14 | -0.26 | 1.51 | ||
UniFavorit: Aktien I | 11.53B | 13.76 | 11.33 | 12.50 | ||
UniFavorit: Aktien net | 11.53B | 13.44 | 10.39 | 11.62 | ||
UniFavorit: Aktien | 11.53B | 12.40 | 13.35 | 11.77 |
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