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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.380 | 8.020 | 0.640 |
Stocks | 92.490 | 92.550 | 0.060 |
Other | 0.140 | 0.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.683 | 23.931 |
Price to Book | 3.949 | 4.517 |
Price to Sales | 2.922 | 3.291 |
Price to Cash Flow | 14.991 | 15.856 |
Dividend Yield | 1.286 | 1.239 |
5 Years Earnings Growth | 12.453 | 12.450 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.310 | 26.715 |
Healthcare | 23.090 | 16.432 |
Financial Services | 14.860 | 13.504 |
Communication Services | 10.400 | 7.942 |
Consumer Defensive | 9.310 | 7.948 |
Consumer Cyclical | 6.070 | 12.466 |
Utilities | 3.180 | 2.338 |
Industrials | 2.340 | 11.862 |
Energy | 1.900 | 3.390 |
Basic Materials | 1.520 | 4.294 |
Real Estate | 0.030 | 1.883 |
Number of long holdings: 69
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.15 | 415.13 | +0.23% | |
Alphabet C | US02079K1079 | 5.90 | 173.96 | +0.21% | |
UnitedHealth | US91324P1021 | 3.26 | 495.37 | +2.85% | |
AstraZeneca | GB0009895292 | 3.23 | 12,190.0 | +1.35% | |
Mastercard | US57636Q1040 | 3.16 | 447.07 | +1.12% | |
Thermo Fisher Scientific | US8835561023 | 3.08 | 567.98 | +0.93% | |
NextEra Energy | US65339F1012 | 2.91 | 80.02 | +2.39% | |
Sanofi | FR0000120578 | 2.73 | 89.76 | +1.34% | |
PepsiCo | US7134481081 | 2.59 | 172.90 | +1.40% | |
Amazon.com | US0231351067 | 2.35 | 176.44 | -1.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UBS D Equity Smaller German Compani | 96.99M | -35.23 | -3.00 | 6.63 | ||
UBS (D) Euro Aktiv - Balance | 106.87M | 2.35 | 0.74 | 3.20 | ||
UBS D AktienfondsSpecial I Deutschl | 98.8M | -23.18 | -2.91 | 4.67 | ||
UBS (D) Konzeptfonds Europe Plus | 90.12M | -10.05 | 1.44 | 5.07 | ||
UBS (D) Euro Aktiv - Substanz | 49.3M | -0.50 | -2.60 | 0.53 |
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