Investerum Basic Value D (0P0001F6G3)

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Investerum Basic Value D

Overview
Performance
Risk
Historical data
Composition
Sustainability
Purchase info

Composition

Weight by sector

31.55% Financial Services

23.57% Communication Services

15.93% Technology

14.81% Healthcare

Financial Services

31.55%

Communication Services

23.57%

Technology

15.93%

Healthcare

14.81%

Industrials

5.45%

Consumer Defensive

4.56%

Consumer Cyclical

4.13%

Asset allocation

74.17% Stocks

16.10% Bonds

9.73% Cash

Stocks

74.17%

Bonds

16.10%

Cash

9.73%

Top 10 holdings (51.19% of total assets)

8.11% Netflix Inc

6.93% Berkshire Hathaway Inc Class A

6.93% Alphabet Inc Class A

6.44% Moodys Corp

5.39% American Express Co

Netflix Inc NFLX

8.11%

Berkshire Hathaway Inc Class A BRK

6.93%

Alphabet Inc Class A GOOGL

6.93%

Moodys Corp MCO

6.44%

American Express Co AXP

5.39%

Novo Nordisk AS Class B NOVO.B