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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.830 | 0.980 | 0.150 |
Stocks | 97.590 | 97.590 | 0.000 |
Other | 1.580 | 1.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.198 | 11.126 |
Price to Book | 1.495 | 1.407 |
Price to Sales | 1.085 | 0.890 |
Price to Cash Flow | 7.111 | 5.883 |
Dividend Yield | 4.803 | 4.139 |
5 Years Earnings Growth | 8.102 | 9.883 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.960 | 20.355 |
Healthcare | 18.680 | 13.650 |
Technology | 10.330 | 5.815 |
Industrials | 10.240 | 15.379 |
Consumer Cyclical | 9.290 | 9.398 |
Consumer Defensive | 7.540 | 9.875 |
Communication Services | 7.130 | 6.605 |
Energy | 4.740 | 8.229 |
Real Estate | 3.940 | 1.768 |
Utilities | 3.320 | 4.136 |
Basic Materials | 1.840 | 6.865 |
Number of long holdings: 119
Number of short holdings: 11
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 3.22 | 958.90 | +0.15% | |
Novartis | CH0012005267 | 3.13 | 94.95 | -0.04% | |
AstraZeneca | GB0009895292 | 2.58 | 12,556.0 | -0.27% | |
HSBC | GB0005405286 | 2.03 | 694.60 | +0.35% | |
GSK plc | GB00BN7SWP63 | 1.90 | 1,629.00 | -0.67% | |
Shell | GB00BP6MXD84 | 1.90 | 32.34 | +0.05% | |
BNP Paribas | FR0000131104 | 1.85 | 66.37 | -0.72% | |
Schneider Electric | FR0000121972 | 1.79 | 226.85 | -0.83% | |
TotalEnergies SE | FR0000120271 | 1.78 | 64.94 | -0.05% | |
Novo Nordisk B | DK0062498333 | 1.76 | 984.0 | +1.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Private Wealth A | 44.58M | 0.89 | 2.96 | 2.10 | ||
First Private Wealth B | 18.4M | 0.55 | 2.09 | 1.23 | ||
First Private Wealth C | 18.47M | 0.79 | 7.07 | - | ||
First Private Europa Aktien ULM A | 218.38M | 1.72 | 7.58 | 3.42 | ||
First Private Euro Dividenden STAUb | 15.69M | 9.04 | 6.37 | 6.63 |
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