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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.71 | 4.78 | 0.07 |
Shares | 95.16 | 95.16 | 0.00 |
Preferred | 0.12 | 0.12 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.00 | 27.09 |
Price to Book | 5.83 | 6.97 |
Price to Sales | 3.98 | 4.58 |
Price to Cash Flow | 18.08 | 17.91 |
Dividend Yield | 0.70 | 0.71 |
5 Years Earnings Growth | 18.98 | 13.19 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.33 | 39.25 |
Healthcare | 16.21 | 10.97 |
Industrials | 15.40 | 6.99 |
Consumer Cyclical | 11.99 | 14.25 |
Communication Services | 10.93 | 12.69 |
Financial Services | 7.90 | 9.99 |
Consumer Defensive | 3.03 | 3.62 |
Basic Materials | 1.77 | 1.67 |
Real Estate | 0.72 | 1.51 |
Energy | 0.56 | 1.41 |
Utilities | 0.16 | 1.16 |
Number of long holdings: 182
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.35 | 470.38 | +0.58% | |
Broadcom | US11135F1012 | 4.04 | 246.93 | -5.00% | |
Amazon.com | US0231351067 | 3.58 | 213.57 | +2.72% | |
Meta Platforms | US30303M1027 | 3.41 | 697.71 | +1.91% | |
Apple | US0378331005 | 3.11 | 203.92 | +1.64% | |
Transdigm | US8936411003 | 3.10 | 1,465.89 | +1.48% | |
Alphabet A | US02079K3059 | 2.91 | 173.68 | +3.25% | |
Eli Lilly | US5324571083 | 2.64 | 769.88 | +0.55% | |
Salesforce Inc | US79466L3024 | 2.45 | 274.51 | +2.76% | |
Mastercard | US57636Q1040 | 2.10 | 590.12 | +0.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.77B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 112.96B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 97.12B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 90.09B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.81B | 4.34 | 6.92 | 6.92 |
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