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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 | 15.95 |
Price to Book | 3.51 | 2.49 |
Price to Sales | 2.77 | 1.71 |
Price to Cash Flow | 14.47 | 10.45 |
Dividend Yield | 2.33 | 2.51 |
5 Years Earnings Growth | 8.34 | 9.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.96 | 12.99 |
Industrials | 14.13 | 11.89 |
Financial Services | 14.06 | 21.39 |
Healthcare | 13.93 | 14.89 |
Consumer Defensive | 7.55 | 8.36 |
Utilities | 7.34 | 5.27 |
Consumer Cyclical | 6.21 | 6.95 |
Communication Services | 3.91 | 5.68 |
Energy | 3.88 | 7.44 |
Real Estate | 2.57 | 3.41 |
Basic Materials | 2.47 | 3.40 |
Number of long holdings: 170
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.96 | 524.11 | -1.76% | |
Broadcom | US11135F1012 | 4.14 | 288.64 | -1.72% | |
Rtx Corp | US75513E1010 | 3.81 | 156.81 | -0.48% | |
GE Aerospace | US3696043013 | 3.12 | 269.38 | -0.63% | |
Apple | US0378331005 | 2.32 | 202.38 | -2.50% | |
JPMorgan | US46625H1005 | 2.18 | 289.37 | -2.32% | |
Meta Platforms | US30303M1027 | 2.09 | 750.01 | -3.03% | |
Eli Lilly | US5324571083 | 1.90 | 762.33 | +3.01% | |
International Paper | US4601461035 | 1.77 | 46.41 | -0.71% | |
AbbVie | US00287Y1091 | 1.76 | 195.22 | +3.28% |
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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