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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.690 | 5.890 | 1.200 |
Stocks | 93.800 | 93.830 | 0.030 |
Bonds | 0.300 | 0.300 | 0.000 |
Other | 1.220 | 1.220 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.581 | 17.782 |
Price to Book | 2.224 | 2.856 |
Price to Sales | 1.464 | 2.026 |
Price to Cash Flow | 7.826 | 11.657 |
Dividend Yield | 2.231 | 2.105 |
5 Years Earnings Growth | 10.196 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 17.450 | 14.310 |
Technology | 16.090 | 22.061 |
Consumer Defensive | 13.100 | 8.416 |
Communication Services | 12.690 | 7.260 |
Financial Services | 12.320 | 15.464 |
Industrials | 8.650 | 12.104 |
Consumer Cyclical | 6.010 | 10.670 |
Energy | 4.910 | 4.026 |
Basic Materials | 4.100 | 4.379 |
Utilities | 2.840 | 2.559 |
Real Estate | 1.840 | 2.805 |
Number of long holdings: 565
Number of short holdings: 43
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.57 | 420.21 | -0.19% | |
Alphabet A | US02079K3059 | 1.99 | 176.06 | +1.08% | |
Visa A | US92826C8394 | 1.49 | 280.11 | +0.10% | |
Becton Dickinson | US0758871091 | 1.41 | 236.30 | -0.14% | |
Moody’s | US6153691059 | 1.25 | 414.09 | +0.50% | |
Exxon Mobil | US30231G1022 | 1.24 | 119.67 | +1.53% | |
Unilever | GB00B10RZP78 | 1.21 | 50.08 | -0.67% | |
J&J | US4781601046 | 1.19 | 154.68 | +0.26% | |
Equinor | NO0010096985 | 1.19 | 298.80 | +0.03% | |
WisdomTree Physical Gold | JE00B1VS3770 | 1.18 | 228.50 | +1.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BD6DZB99 | 9.19B | -17.10 | -0.80 | - | ||
IE00BD6DZ978 | 9.19B | -2.67 | 3.54 | - | ||
IE00BG0SZM23 | 4.28B | - | - | - | ||
IE00BD6GC285 | 872.62M | - | - | - | ||
IE00BD5FJB49 | 710.51M | -9.08 | - | - |
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