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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 28.30 | 28.40 | 0.10 |
Shares | 72.21 | 72.73 | 0.52 |
Other | 0.28 | 0.28 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.43 | 16.64 |
Price to Book | 3.97 | 2.72 |
Price to Sales | 3.17 | 1.87 |
Price to Cash Flow | 15.54 | 10.07 |
Dividend Yield | 1.47 | 1.97 |
5 Years Earnings Growth | 11.54 | 10.99 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.99 | 22.20 |
Financial Services | 18.19 | 22.26 |
Healthcare | 11.98 | 11.88 |
Communication Services | 11.38 | 9.69 |
Industrials | 9.03 | 11.45 |
Consumer Defensive | 8.06 | 4.67 |
Consumer Cyclical | 5.89 | 7.42 |
Energy | 4.25 | 8.06 |
Utilities | 3.58 | 3.25 |
Basic Materials | 0.65 | 1.29 |
Number of long holdings: 82
Number of short holdings: 11
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.71 | 258.20 | +1.15% | |
NVIDIA | US67066G1040 | 4.70 | 140.22 | +0.39% | |
Microsoft | US5949181045 | 4.53 | 439.33 | +0.94% | |
Berkshire Hathaway B | US0846707026 | 3.39 | 458.66 | +0.95% | |
Alphabet A | US02079K3059 | 3.05 | 196.11 | +0.76% | |
Amazon.com | US0231351067 | 2.59 | 229.05 | +1.77% | |
Meta Platforms | US30303M1027 | 2.00 | 607.75 | +1.32% | |
JPMorgan | US46625H1005 | 1.43 | 242.31 | +1.64% | |
Broadcom | US11135F1012 | 1.36 | 239.68 | +3.15% | |
Wells Fargo&Co | US9497461015 | 1.33 | 71.59 | +1.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AB Large Cap Growth Advisor | 15.18B | 26.90 | 8.09 | 15.83 | ||
AB International Strat Eqs Adv | 6.6B | 14.38 | 3.61 | - | ||
AB Large Cap Growth Z | 6.62B | 26.97 | 8.17 | - | ||
AB Large Cap Growth A | 5.03B | 26.61 | 7.82 | 15.54 | ||
AB Intermediate Diversified Muni A | 4.87B | 2.90 | 0.49 | 1.65 |
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