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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.29 | 5.29 | 0.00 |
Shares | 94.42 | 94.42 | 0.00 |
Preferred | 0.28 | 0.28 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.67 | 15.76 |
Price to Book | 3.51 | 2.47 |
Price to Sales | 2.77 | 1.69 |
Price to Cash Flow | 14.47 | 10.41 |
Dividend Yield | 2.33 | 2.53 |
5 Years Earnings Growth | 8.34 | 9.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.96 | 12.66 |
Industrials | 14.13 | 11.88 |
Financial Services | 14.06 | 21.30 |
Healthcare | 13.93 | 15.20 |
Consumer Defensive | 7.55 | 8.53 |
Utilities | 7.34 | 5.32 |
Consumer Cyclical | 6.21 | 6.82 |
Communication Services | 3.91 | 5.56 |
Energy | 3.88 | 7.49 |
Real Estate | 2.57 | 3.46 |
Basic Materials | 2.47 | 3.41 |
Number of long holdings: 170
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.96 | 512.21 | +0.26% | |
Broadcom | US11135F1012 | 4.14 | 290.29 | +0.55% | |
Rtx Corp | US75513E1010 | 3.81 | 155.20 | -0.02% | |
GE Aerospace | US3696043013 | 3.12 | 272.35 | +1.62% | |
Apple | US0378331005 | 2.32 | 214.53 | +0.36% | |
JPMorgan | US46625H1005 | 2.18 | 298.08 | +0.52% | |
Meta Platforms | US30303M1027 | 2.09 | 716.64 | +0.26% | |
Eli Lilly | US5324571083 | 1.90 | 809.71 | +0.53% | |
International Paper | US4601461035 | 1.77 | 54.83 | +0.05% | |
AbbVie | US00287Y1091 | 1.76 | 189.66 | -0.61% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 165.75B | 10.39 | 24.59 | 14.26 | ||
American Funds American Balanced A | 117.47B | 8.11 | 12.92 | 8.94 | ||
American Funds Invmt Co of Amer A | 102.74B | 10.77 | 23.08 | 12.88 | ||
American Funds Washington Mutual A | 93.48B | 9.00 | 16.96 | 12.43 | ||
American Funds Fundamental Invs A | 82.33B | 11.71 | 22.03 | 12.93 |
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