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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.84 | 7.29 | 3.45 |
Shares | 91.88 | 91.95 | 0.07 |
Bonds | 0.03 | 0.03 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 4.25 | 4.26 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.85 | 17.69 |
Price to Book | 2.97 | 2.84 |
Price to Sales | 2.10 | 2.02 |
Price to Cash Flow | 12.37 | 11.62 |
Dividend Yield | 2.10 | 2.12 |
5 Years Earnings Growth | 11.02 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.05 | 21.95 |
Industrials | 13.82 | 12.12 |
Financial Services | 13.26 | 15.48 |
Consumer Cyclical | 13.07 | 10.65 |
Healthcare | 12.86 | 14.35 |
Communication Services | 6.94 | 7.30 |
Consumer Defensive | 6.57 | 8.45 |
Basic Materials | 3.87 | 4.38 |
Energy | 2.27 | 4.04 |
Real Estate | 1.81 | 2.80 |
Utilities | 1.48 | 2.59 |
Number of long holdings: 31
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Xtrackers MSCI USA ESG UCITS ETF 1C | IE00BFMNPS42 | 9.64 | 53.69 | -0.06% | |
Invesco S&P 500 ESG | IE00BKS7L097 | 6.72 | 73.73 | +0.02% | |
Amundi Index Solutions - Amundi MSCI Europe SRI UC | LU1861137484 | 6.71 | 86.16 | -0.37% | |
iShares MSCI World ESG Enhanced UCITS ETF USD Acc | IE00BHZPJ569 | 6.32 | 7.91 | -0.19% | |
JPMorgan Funds America Equity Fund I (acc) USD | LU0248041781 | 4.94 | 495.590 | +0.90% | |
JSS Sustainable Eq Glb Th I10 EUR acc | LU2008796273 | 4.72 | - | - | |
Fidelity Funds European Dynamic Growth Fund I Ac | LU1353442731 | 4.69 | 21.730 | +0.79% | |
db x-trackers Nikkei 225 UCITS DR | LU0839027447 | 4.68 | 23.57 | -0.04% | |
BGF Euro-Markets I2 EUR | LU0368230206 | 4.21 | - | - | |
Amundi Japan Topix | LU1681037609 | 4.12 | 104.90 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Kutxabank Gestion Activa Patrimonio | 396.4M | 0.86 | -0.75 | 0.05 | ||
Kutxabank Dividendo FI | 20.05M | 8.48 | 4.55 | 2.94 | ||
Kutxabank 0/100 Carteras FI | 584.77M | -3.33 | -9.63 | -5.58 | ||
Kutxabank Bolsa Eurozona FI | 32.06M | 8.50 | 3.45 | 3.57 | ||
Kutxabank Bolsa Sectorial FI | 452.95M | 7.51 | 3.42 | 4.89 |
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