
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.180 | 2.540 | 0.360 |
Stocks | 97.820 | 97.820 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.222 | 17.059 |
Price to Book | 2.115 | 2.612 |
Price to Sales | 0.856 | 1.908 |
Price to Cash Flow | 7.676 | 11.378 |
Dividend Yield | 2.881 | 2.184 |
5 Years Earnings Growth | 11.834 | 12.428 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.480 | 20.997 |
Healthcare | 17.220 | 13.351 |
Industrials | 13.200 | 16.972 |
Financial Services | 11.950 | 13.024 |
Consumer Defensive | 10.360 | 8.110 |
Consumer Cyclical | 6.930 | 10.894 |
Communication Services | 5.630 | 6.689 |
Energy | 3.870 | 6.206 |
Utilities | 2.310 | 3.568 |
Real Estate | 1.910 | 4.070 |
Basic Materials | 1.130 | 7.892 |
Number of long holdings: 142
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.70 | 223.89 | +0.31% | |
Microsoft | US5949181045 | 2.39 | 382.14 | -0.01% | |
Visa A | US92826C8394 | 1.82 | 346.33 | -0.01% | |
NVIDIA | US67066G1040 | 1.64 | 110.42 | +0.25% | |
AbbVie | US00287Y1091 | 1.54 | 205.19 | -0.52% | |
UnitedHealth | US91324P1021 | 1.33 | 523.20 | +0.02% | |
Alphabet C | US02079K1079 | 1.30 | 158.86 | -0.01% | |
Merck&Co | US58933Y1055 | 1.24 | 86.60 | -0.60% | |
Intuit | US4612021034 | 1.23 | 620.91 | +1.16% | |
Allstate | US0200021014 | 1.21 | 205.43 | -1.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
First Private Europa Aktien ULM B | 217.78M | 8.86 | 8.13 | 4.11 | ||
First Private Europa Aktien ULM A | 217.78M | 6.02 | 4.84 | 4.22 | ||
First Private Euro Dividenden STAUb | 152.79M | 10.63 | 8.79 | 5.89 | ||
First Private Euro Dividenden STAUF | 152.79M | 5.01 | 2.00 | 5.55 | ||
First Private Wealth C | 79.99M | 3.45 | 1.40 | 1.56 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review