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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 | 16.85 |
Price to Book | 3.88 | 2.77 |
Price to Sales | 2.81 | 1.92 |
Price to Cash Flow | 14.29 | 10.07 |
Dividend Yield | 1.62 | 1.93 |
5 Years Earnings Growth | 10.08 | 10.88 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.15 | 22.00 |
Financial Services | 19.55 | 20.84 |
Communication Services | 12.43 | 9.90 |
Industrials | 11.85 | 9.91 |
Healthcare | 11.72 | 13.12 |
Consumer Defensive | 6.98 | 4.04 |
Consumer Cyclical | 6.00 | 8.39 |
Energy | 4.36 | 9.06 |
Utilities | 2.27 | 4.18 |
Basic Materials | 0.70 | 1.59 |
Number of long holdings: 79
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.19 | 200.85 | +0.45% | |
Microsoft | US5949181045 | 2.13 | 460.36 | +0.37% | |
NVIDIA | US67066G1040 | 2.08 | 135.13 | -2.92% | |
Alphabet A | US02079K3059 | 1.56 | 171.74 | -0.07% | |
Berkshire Hathaway B | US0846707026 | 1.46 | 503.96 | -0.44% | |
Amazon.com | US0231351067 | 1.45 | 205.01 | -0.34% | |
Meta Platforms | US30303M1027 | 1.07 | 647.49 | +0.38% | |
Honeywell | US4385161066 | 1.04 | 226.67 | +0.66% | |
3M | US88579Y1010 | 1.02 | 148.35 | -0.86% | |
Wells Fargo&Co | US9497461015 | 0.87 | 74.78 | +0.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AB Large Cap Growth Advisor | 14.32B | -6.56 | 13.04 | 14.41 | ||
AB International Strat Eqs Adv | 7.37B | 11.41 | 10.13 | - | ||
AB Large Cap Growth Z | 6.12B | -6.54 | 13.11 | - | ||
AB Intermediate Diversified Muni A | 4.67B | 0.09 | 2.47 | 1.54 | ||
AB Intermediate Diversified Muni Ad | 4.67B | 0.18 | 2.74 | - |
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