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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.160 | 2.860 | 2.700 |
Stocks | 99.410 | 99.410 | 0.000 |
Bonds | 0.430 | 0.430 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.791 | 19.964 |
Price to Book | 3.619 | 3.692 |
Price to Sales | 2.354 | 2.453 |
Price to Cash Flow | 12.863 | 13.629 |
Dividend Yield | 1.448 | 1.593 |
5 Years Earnings Growth | 11.267 | 11.665 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.300 | 28.042 |
Healthcare | 14.000 | 13.512 |
Financial Services | 13.140 | 14.036 |
Consumer Cyclical | 11.280 | 10.605 |
Communication Services | 9.440 | 8.602 |
Industrials | 9.200 | 8.919 |
Energy | 4.490 | 4.205 |
Consumer Defensive | 4.300 | 5.937 |
Real Estate | 2.640 | 2.399 |
Utilities | 2.520 | 2.446 |
Basic Materials | 1.680 | 3.009 |
Number of long holdings: 312
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.00 | 415.13 | +0.23% | |
Apple | US0378331005 | 4.84 | 192.25 | +0.54% | |
Amazon.com | US0231351067 | 4.78 | 176.44 | -1.60% | |
E-mini S&P 500 Future Mar 24 | - | 2.96 | - | - | |
NVIDIA | US67066G1040 | 2.81 | 1,096.33 | -0.82% | |
Meta Platforms | US30303M1027 | 2.32 | 466.83 | +0.05% | |
Alphabet C | US02079K1079 | 2.27 | 173.96 | +0.21% | |
UnitedHealth | US91324P1021 | 1.71 | 495.37 | +2.85% | |
Alphabet A | US02079K3059 | 1.35 | 172.50 | +0.23% | |
AbbVie | US00287Y1091 | 1.28 | 161.19 | +3.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00B2NLMV86 | 5.1B | 4.56 | -4.53 | 4.88 | ||
IE00B2NLMX01 | 5.1B | 4.41 | -4.91 | 4.49 | ||
IE00B2NLMW93 | 5.1B | 6.06 | -2.44 | 6.19 | ||
IE0032082988 | 2.26B | 6.94 | 5.16 | 6.65 | ||
Mediolanum Challenge Cyclical Equit | 1.15B | 6.46 | 7.45 | 9.44 |
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