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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.380 | 0.760 | 0.380 |
Stocks | 98.750 | 98.750 | 0.000 |
Other | 0.870 | 0.870 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.536 | 11.117 |
Price to Book | 1.281 | 1.408 |
Price to Sales | 0.811 | 0.888 |
Price to Cash Flow | 5.189 | 5.883 |
Dividend Yield | 5.139 | 4.119 |
5 Years Earnings Growth | 8.657 | 9.988 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.080 | 20.363 |
Healthcare | 15.590 | 13.617 |
Industrials | 12.030 | 15.375 |
Technology | 10.270 | 5.801 |
Consumer Cyclical | 10.090 | 9.375 |
Consumer Defensive | 9.380 | 9.858 |
Communication Services | 6.920 | 6.652 |
Energy | 5.040 | 8.248 |
Utilities | 4.440 | 4.186 |
Real Estate | 3.210 | 1.738 |
Basic Materials | 1.970 | 6.855 |
Number of long holdings: 101
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novartis | CH0012005267 | 4.09 | 92.73 | 0.00% | |
TotalEnergies SE | FR0000120271 | 2.77 | 64.33 | -2.41% | |
ASML Holding | NL0010273215 | 2.69 | 872.90 | -0.86% | |
Mercedes Benz Group | DE0007100000 | 2.09 | 65.530 | -1.21% | |
HSBC | GB0005405286 | 2.02 | 690.20 | -0.45% | |
BNP Paribas | FR0000131104 | 2.01 | 66.83 | -1.81% | |
Vinci | FR0000125486 | 1.90 | 113.50 | -1.22% | |
Stellantis NV | NL00150001Q9 | 1.90 | 19.926 | -1.06% | |
GSK plc | GB00BN7SWP63 | 1.83 | 1,615.00 | +1.06% | |
Infineon | DE0006231004 | 1.73 | 36.710 | -0.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Private Wealth A | 44.51M | 1.07 | 3.75 | 2.33 | ||
First Private Wealth B | 18.46M | 0.80 | 2.90 | 1.45 | ||
First Private Wealth C | 18.37M | 0.79 | 7.07 | - | ||
First Private Europa Aktien ULM B | 836.76K | 7.37 | 3.94 | 4.68 | ||
First Private Euro Dividenden STAUb | 15.54M | 5.71 | 6.91 | 6.56 |
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