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| Symbol* | Name | Holding Time | Value/Share | Return excl. Dividends | |||
|---|---|---|---|---|---|---|---|
| YTD | 3 Months | Total** | Ann.** | ||||
* Positions are listed by weight in the portfolio. Returns exclude management fees.
** Annualized return. Calculated using the price of the first purchase.
| Symbol* | Name | Holding Time | Value/Share | Return excl. Dividends | |||
|---|---|---|---|---|---|---|---|
| YTD | 3 Months | Total** | Ann.** | ||||
* Positions are listed by weight in the portfolio. Returns exclude management fees.
** Annualized return. Calculated using the price of the first purchase.
| Symbol* | Name | Holding Time | Value/Share | Return excl. Dividends | |
|---|---|---|---|---|---|
| Total** | Ann.** | ||||
* Positions are listed by weight in the portfolio. Returns exclude management fees.
** Annualized return. Calculated using the price of the first purchase.
| Symbol* | Name | Holding Time | Value/Share | Return excl. Dividends | |
|---|---|---|---|---|---|
| Total** | Ann.** | ||||
* Positions are listed by weight in the portfolio. Returns exclude management fees.
** Annualized return. Calculated using the price of the first purchase.