Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.830 | 6.830 | 0.000 |
Stocks | 62.350 | 62.350 | 0.000 |
Bonds | 30.790 | 30.790 | 0.000 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.293 | 15.026 |
Price to Book | 3.583 | 2.103 |
Price to Sales | 3.009 | 1.453 |
Price to Cash Flow | 18.701 | 9.072 |
Dividend Yield | 1.515 | 3.002 |
5 Years Earnings Growth | 10.668 | 10.101 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.340 | 15.781 |
Financial Services | 18.090 | 16.999 |
Healthcare | 13.550 | 11.587 |
Consumer Cyclical | 11.060 | 11.832 |
Industrials | 9.590 | 14.700 |
Consumer Defensive | 8.440 | 8.132 |
Basic Materials | 6.520 | 6.124 |
Energy | 3.580 | 4.680 |
Communication Services | 3.510 | 5.961 |
Real Estate | 3.250 | 2.859 |
Utilities | 2.070 | 4.681 |
Number of long holdings: 499
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.09 | 415.06 | +0.02% | |
Amazon.com | US0231351067 | 2.64 | 237.68 | +1.30% | |
Apple | US0378331005 | 2.50 | 236.00 | -0.67% | |
Meta Platforms | US30303M1027 | 2.19 | 689.18 | +0.32% | |
NVIDIA | US67066G1040 | 2.05 | 120.07 | -3.67% | |
JPMorgan | US46625H1005 | 1.83 | 267.30 | -0.35% | |
UnitedHealth | US91324P1021 | 1.79 | 542.49 | -0.56% | |
Broadcom | US11135F1012 | 1.75 | 221.27 | +2.60% | |
Walmart | US9311421039 | 1.71 | 98.16 | -0.50% | |
ServiceNow Inc | US81762P1021 | 1.61 | 1,018.38 | +0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal Vorsorge | 23.83B | 25.08 | 4.54 | - | ||
UniGlobal | 21.03B | 24.77 | 8.77 | 11.68 | ||
UniGlobal I | 21.03B | 25.40 | 9.32 | 12.24 | ||
PrivatFonds: Kontrolliert | 15.7B | 10.42 | 0.53 | 1.65 | ||
UniFavorit: Aktien | 13.53B | 29.92 | 9.96 | 11.37 |
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