
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.93 | 4.93 | 0.00 |
Shares | 94.85 | 94.85 | 0.00 |
Preferred | 0.23 | 0.23 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.05 | 15.66 |
Price to Book | 3.52 | 2.48 |
Price to Sales | 2.67 | 1.69 |
Price to Cash Flow | 13.94 | 10.48 |
Dividend Yield | 2.42 | 2.53 |
5 Years Earnings Growth | 9.10 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.93 | 12.42 |
Healthcare | 17.27 | 15.63 |
Industrials | 14.63 | 11.68 |
Financial Services | 14.14 | 21.21 |
Consumer Defensive | 8.52 | 8.54 |
Utilities | 6.62 | 5.34 |
Consumer Cyclical | 5.97 | 6.74 |
Energy | 4.19 | 7.64 |
Communication Services | 3.55 | 5.55 |
Basic Materials | 2.61 | 3.40 |
Real Estate | 2.57 | 3.50 |
Number of long holdings: 173
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.58 | 460.36 | +0.37% | |
Rtx Corp | US75513E1010 | 3.96 | 136.48 | +1.25% | |
AbbVie | US00287Y1091 | 3.17 | 186.11 | +0.26% | |
Apple | US0378331005 | 3.03 | 200.85 | +0.45% | |
GE Aerospace | US3696043013 | 2.69 | 245.91 | +0.72% | |
UnitedHealth | US91324P1021 | 2.40 | 301.91 | +1.25% | |
Broadcom | US11135F1012 | 2.20 | 242.07 | +0.04% | |
JPMorgan | US46625H1005 | 1.94 | 264.00 | -0.14% | |
Meta Platforms | US30303M1027 | 1.85 | 647.49 | +0.38% | |
Mondelez | US6092071058 | 1.83 | 67.49 | +0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.61B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 111.66B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 94.89B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 88.94B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.24B | 4.34 | 6.92 | 6.92 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review