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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.380 | 1.000 | 0.620 |
Stocks | 96.810 | 96.810 | 0.000 |
Bonds | 0.060 | 0.060 | 0.000 |
Other | 2.750 | 2.750 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.947 | 11.375 |
Price to Book | 1.885 | 1.495 |
Price to Sales | 2.453 | 1.859 |
Price to Cash Flow | 17.390 | 10.820 |
Dividend Yield | 2.548 | 3.031 |
5 Years Earnings Growth | 9.490 | 10.035 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 97.940 | 93.011 |
Industrials | 1.570 | 2.654 |
Real Estate | 0.490 | 1.143 |
Number of long holdings: 386
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 8.04 | 212.46 | -2.38% | |
Berkshire Hathaway B | US0846707026 | 7.31 | 459.42 | -1.18% | |
Visa A | US92826C8394 | 5.37 | 279.37 | +0.27% | |
Wells Fargo&Co | US9497461015 | 3.76 | 54.00 | -5.03% | |
Morgan Stanley | US6174464486 | 3.01 | 96.59 | -2.98% | |
Mastercard | US57636Q1040 | 2.99 | 476.12 | -0.26% | |
S&P Global | US78409V1044 | 2.95 | 510.64 | -1.23% | |
Interactive Brokers | US45841N1072 | 2.80 | 122.54 | -2.79% | |
3I Group | GB00B1YW4409 | 2.75 | 3,075.00 | -0.03% | |
PNC Financial | US6934751057 | 2.71 | 176.70 | -2.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1841614867 | 496.3M | 14.22 | 8.59 | - | ||
Global Technology Fund A DIST EUR | 8.98B | 15.49 | 12.46 | 21.21 | ||
Global Technology Fund E Acc EUR | 1.05B | 14.99 | 11.62 | 20.30 | ||
Global Technology Fund Y Acc EUR | 1.72B | 16.07 | 13.40 | 22.21 | ||
Global Technology Fund Y DIST EUR | 527.09M | 16.09 | 13.42 | 22.22 |
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