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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.26 | 4.40 | 1.14 |
Shares | 64.07 | 64.07 | 0.00 |
Bonds | 29.63 | 29.63 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.42 | 0.42 | 0.00 |
Other | 2.60 | 2.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.59 | 18.85 |
Price to Book | 3.85 | 3.26 |
Price to Sales | 2.80 | 2.24 |
Price to Cash Flow | 12.32 | 12.34 |
Dividend Yield | 1.73 | 1.93 |
5 Years Earnings Growth | 10.39 | 10.74 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.24 | 24.37 |
Financial Services | 13.24 | 15.80 |
Industrials | 12.08 | 10.25 |
Communication Services | 10.26 | 7.57 |
Healthcare | 9.48 | 12.65 |
Consumer Defensive | 8.55 | 6.03 |
Consumer Cyclical | 6.55 | 9.98 |
Energy | 3.85 | 4.88 |
Basic Materials | 3.63 | 3.15 |
Utilities | 2.55 | 3.23 |
Real Estate | 1.57 | 3.38 |
Number of long holdings: 3,812
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 4.76 | 288.64 | -1.72% | |
Microsoft | US5949181045 | 3.60 | 524.11 | -1.76% | |
Cap Grp Cent Fd Ser Ii | - | 2.60 | - | - | |
Philip Morris | US7181721090 | 2.50 | 162.96 | -0.66% | |
Taiwan Semiconductor | US8740391003 | 2.14 | 235.21 | -2.65% | |
Meta Platforms | US30303M1027 | 2.00 | 750.01 | -3.03% | |
NVIDIA | US67066G1040 | 1.63 | 173.72 | -2.33% | |
Alphabet C | US02079K1079 | 1.57 | 189.95 | -1.51% | |
Amazon.com | US0231351067 | 1.45 | 214.75 | -8.27% | |
JPMorgan | US46625H1005 | 1.03 | 289.37 | -2.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 162.26B | 10.39 | 24.59 | 14.26 | ||
American Funds American Balanced A | 116.12B | 8.11 | 12.92 | 8.94 | ||
American Funds Invmt Co of Amer A | 100.53B | 10.77 | 23.08 | 12.88 | ||
American Funds Washington Mutual A | 91.29B | 9.00 | 16.96 | 12.43 | ||
American Funds Fundamental Invs A | 80.57B | 11.71 | 22.03 | 12.93 |
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