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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.160 | 0.570 | 0.410 |
Stocks | 99.840 | 99.840 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.610 | 17.692 |
Price to Book | 2.694 | 2.835 |
Price to Sales | 1.809 | 2.016 |
Price to Cash Flow | 9.815 | 11.625 |
Dividend Yield | 2.319 | 2.115 |
5 Years Earnings Growth | 11.585 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.990 | 21.951 |
Financial Services | 14.880 | 15.485 |
Healthcare | 11.390 | 14.349 |
Industrials | 10.600 | 12.117 |
Consumer Cyclical | 10.550 | 10.648 |
Communication Services | 8.520 | 7.297 |
Consumer Defensive | 6.360 | 8.449 |
Energy | 5.020 | 4.038 |
Basic Materials | 3.620 | 4.376 |
Real Estate | 2.160 | 2.805 |
Utilities | 1.900 | 2.587 |
Number of long holdings: 320
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.61 | 415.13 | +0.23% | |
Apple | US0378331005 | 3.66 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 3.61 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 2.84 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 2.56 | 172.50 | +0.23% | |
SWC (LU) EF Syst Resp USA NT | LU1900091650 | 2.44 | - | - | |
Meta Platforms | US30303M1027 | 1.25 | 466.83 | +0.05% | |
UnitedHealth | US91324P1021 | 1.01 | 495.37 | +2.85% | |
Visa A | US92826C8394 | 0.96 | 272.46 | +0.43% | |
Broadcom | US11135F1012 | 0.88 | 1,328.55 | -2.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Swisscanto CH IPF I Index Equity Fu | 6.6B | 10.60 | 8.37 | 9.76 | ||
Swisscanto CH IPF III Index EquAST | 3.81B | 10.63 | 7.97 | 9.33 | ||
Swisscanto CH IPF I Index Equity CH | 2.32B | 14.70 | 6.38 | 9.88 | ||
CH0315621927 | 1.86B | 9.13 | -6.73 | - | ||
CH0011792451 | 859.29M | -19.58 | 1.16 | 7.27 |
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