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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.000 | 100.010 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.189 | 16.361 |
Price to Book | 4.270 | 2.707 |
Price to Sales | 2.821 | 2.073 |
Price to Cash Flow | 15.159 | 10.453 |
Dividend Yield | 1.446 | 2.718 |
5 Years Earnings Growth | 11.547 | 12.953 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.010 | 20.001 |
Financial Services | 12.910 | 19.188 |
Healthcare | 11.180 | 13.027 |
Consumer Cyclical | 10.210 | 12.579 |
Communication Services | 9.110 | 9.062 |
Industrials | 7.550 | 13.981 |
Consumer Defensive | 5.760 | 8.506 |
Energy | 3.370 | 8.531 |
Utilities | 2.700 | 5.631 |
Real Estate | 2.280 | 4.474 |
Basic Materials | 1.930 | 9.086 |
Number of long holdings: 504
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.12 | 229.87 | +0.59% | |
NVIDIA | US67066G1040 | 6.77 | 141.95 | -3.22% | |
Microsoft | US5949181045 | 6.26 | 417.00 | +1.00% | |
Amazon.com | US0231351067 | 3.61 | 197.12 | -0.64% | |
Meta Platforms | US30303M1027 | 2.57 | 559.14 | -0.70% | |
Alphabet A | US02079K3059 | 2.08 | 164.76 | -1.71% | |
Alphabet C | US02079K1079 | 1.72 | 166.57 | -1.58% | |
Broadcom | US11135F1012 | 1.64 | 164.23 | +0.18% | |
Berkshire Hathaway B | US0846707026 | 1.62 | 476.57 | +0.96% | |
Tesla | US88160R1014 | 1.44 | 352.56 | +3.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Index Institutional PE | 20.4B | 17.65 | 10.46 | 11.42 | ||
Global Stock Index Inv EUR | 20.4B | 11.44 | 10.91 | 11.50 | ||
IE00B03HD316 | 20.4B | 10.42 | 6.53 | 8.55 | ||
Global Stock Index Ins EUR | 20.4B | 11.44 | 10.91 | 11.53 | ||
US 500 Stock Index Institutional PA | 14.03B | 20.41 | 12.76 | 14.12 |
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