Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.210 | 5.110 | 2.900 |
Stocks | 22.540 | 22.540 | 0.000 |
Bonds | 70.180 | 80.750 | 10.570 |
Convertible | 0.300 | 0.300 | 0.000 |
Other | 4.770 | 4.770 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.426 | 16.849 |
Price to Book | 3.773 | 2.808 |
Price to Sales | 2.521 | 2.025 |
Price to Cash Flow | 14.523 | 11.768 |
Dividend Yield | 2.297 | 2.697 |
5 Years Earnings Growth | 15.157 | 11.840 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 22.860 | 19.121 |
Technology | 19.030 | 17.847 |
Financial Services | 14.130 | 16.871 |
Industrials | 11.920 | 10.700 |
Consumer Defensive | 9.920 | 9.745 |
Consumer Cyclical | 8.210 | 9.461 |
Basic Materials | 5.620 | 5.269 |
Communication Services | 4.970 | 5.218 |
Energy | 1.460 | 2.736 |
Utilities | 0.970 | 1.973 |
Real Estate | 0.920 | 4.469 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Pictet CH CHF Sustainable Bonds Z0 | CH0599175988 | 27.36 | - | - | |
Pictet CH CHF Bonds ESG Trkr Z0 CHF Inc | CH1339159670 | 27.35 | - | - | |
Pictet CH Institutional - Swiss Equities Z CHF Pic | CH0180952399 | 10.19 | 3,326.690 | +0.59% | |
Pictet-EUR Government Bonds Z | LU0241484830 | 6.26 | 164.040 | -0.08% | |
Pictet Wld ex Sws Sust Eqs Trkr Z0 | CH0596919339 | 5.89 | - | - | |
Pictet Global Sustainable Crdt HZ CHF | LU0589981330 | 3.69 | - | - | |
Pictet Global Quality Esg(Non Uste) | - | 2.91 | - | - | |
Pictet-EUR Corporate Bonds HZ CHF | LU0541305891 | 2.17 | - | - | |
Pictet CH Institutional - Foreign Bonds Tracker HZ | CH0180953132 | 2.17 | 932.900 | -0.06% | |
Pictet Quest Al-driven Glb Eq Z EUR Acc | LU2749782954 | 1.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pictet CH Institutional Swiss EquZD | 2.23B | 5.12 | -2.91 | 6.85 | ||
Pictet CH Institutional Swiss EquiI | 2.23B | 4.62 | -3.37 | 6.35 | ||
Pictet CH Institutional Swiss EquiP | 2.23B | 4.41 | -3.56 | 6.13 | ||
Pictet CH Institutional Swiss EquiZ | 2.23B | 5.11 | -2.91 | 6.86 | ||
Pictet CH Institutional Swiss EquID | 2.23B | 4.62 | -3.37 | 6.34 |
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