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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.870 | 4.870 | 0.000 |
Stocks | 95.130 | 95.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.632 | 17.692 |
Price to Book | 3.034 | 2.835 |
Price to Sales | 2.203 | 2.016 |
Price to Cash Flow | 10.428 | 11.625 |
Dividend Yield | 1.954 | 2.115 |
5 Years Earnings Growth | 11.511 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.920 | 21.951 |
Healthcare | 19.070 | 14.349 |
Financial Services | 16.410 | 15.485 |
Consumer Cyclical | 9.320 | 10.648 |
Consumer Defensive | 8.690 | 8.449 |
Energy | 7.240 | 4.038 |
Communication Services | 7.200 | 7.297 |
Industrials | 7.080 | 12.117 |
Basic Materials | 3.110 | 4.376 |
Utilities | 1.970 | 2.587 |
Number of long holdings: 79
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.04 | 195.87 | +0.78% | |
Microsoft | US5949181045 | 4.61 | 424.01 | +1.91% | |
Amazon.com | US0231351067 | 3.22 | 181.28 | +1.08% | |
Alphabet A | US02079K3059 | 2.85 | 175.41 | +0.93% | |
JPMorgan | US46625H1005 | 2.12 | 197.26 | -0.95% | |
Exxon Mobil | US30231G1022 | 2.08 | 113.12 | +0.40% | |
UnitedHealth | US91324P1021 | 1.98 | 503.12 | -0.47% | |
The Charles Schwab | US8085131055 | 1.97 | 74.39 | +3.33% | |
Danaher | US2358511028 | 1.90 | 267.85 | +1.72% | |
NextEra Energy | US65339F1012 | 1.87 | 77.05 | -0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal I | 17.48B | 11.02 | 11.29 | 12.58 | ||
UniGlobal | 17.48B | 10.19 | 13.77 | 11.96 | ||
PrivatFonds: Kontrolliert | 15.56B | 4.14 | -0.26 | 1.51 | ||
UniFavorit: Aktien I | 11.48B | 13.76 | 11.33 | 12.50 | ||
UniFavorit: Aktien net | 11.48B | 13.44 | 10.39 | 11.62 |
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