
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 61.08 | 61.25 | 0.17 |
Shares | 38.83 | 39.29 | 0.46 |
Other | 0.33 | 0.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.81 | 16.89 |
Price to Book | 3.88 | 2.77 |
Price to Sales | 2.81 | 1.92 |
Price to Cash Flow | 14.29 | 10.12 |
Dividend Yield | 1.62 | 1.93 |
5 Years Earnings Growth | 10.08 | 10.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.15 | 23.29 |
Financial Services | 19.55 | 20.59 |
Communication Services | 12.43 | 9.73 |
Industrials | 11.85 | 10.06 |
Healthcare | 11.72 | 12.32 |
Consumer Defensive | 6.98 | 4.72 |
Consumer Cyclical | 6.00 | 8.51 |
Energy | 4.36 | 8.73 |
Utilities | 2.27 | 3.51 |
Basic Materials | 0.70 | 1.70 |
Number of long holdings: 79
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.19 | 198.21 | +0.36% | |
Microsoft | US5949181045 | 2.13 | 436.43 | -0.40% | |
NVIDIA | US67066G1040 | 2.08 | 116.34 | -0.88% | |
Alphabet A | US02079K3059 | 1.56 | 152.94 | -0.87% | |
Berkshire Hathaway B | US0846707026 | 1.46 | 513.79 | +0.11% | |
Amazon.com | US0231351067 | 1.45 | 192.40 | +0.17% | |
Meta Platforms | US30303M1027 | 1.07 | 595.78 | -0.37% | |
Honeywell | US4385161066 | 1.04 | 213.07 | -0.68% | |
3M | US88579Y1010 | 1.02 | 141.75 | +0.45% | |
Wells Fargo&Co | US9497461015 | 0.87 | 72.16 | -1.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AB Large Cap Growth Advisor | 13.52B | -8.35 | 8.15 | 14.06 | ||
AB International Strat Eqs Adv | 7.1B | 7.08 | 6.34 | - | ||
AB Large Cap Growth Z | 5.81B | -8.34 | 8.22 | - | ||
AB Diversified Municipal | 4.67B | 0.47 | 2.10 | 1.76 | ||
AB Intermediate Diversified Muni A | 4.67B | 0.43 | 1.91 | 1.54 |
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