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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 | 15.70 |
Price to Book | 3.52 | 2.47 |
Price to Sales | 2.67 | 1.69 |
Price to Cash Flow | 13.94 | 10.42 |
Dividend Yield | 2.42 | 2.54 |
5 Years Earnings Growth | 9.10 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.93 | 12.58 |
Healthcare | 17.27 | 15.39 |
Industrials | 14.63 | 11.76 |
Financial Services | 14.14 | 21.26 |
Consumer Defensive | 8.52 | 8.55 |
Utilities | 6.62 | 5.32 |
Consumer Cyclical | 5.97 | 6.80 |
Energy | 4.19 | 7.50 |
Communication Services | 3.55 | 5.55 |
Basic Materials | 2.61 | 3.40 |
Real Estate | 2.57 | 3.51 |
Number of long holdings: 173
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.58 | 495.94 | -0.30% | |
Rtx Corp | US75513E1010 | 3.96 | 144.66 | +1.39% | |
AbbVie | US00287Y1091 | 3.17 | 182.31 | -2.40% | |
Apple | US0378331005 | 3.03 | 201.08 | +0.04% | |
GE Aerospace | US3696043013 | 2.69 | 254.51 | +1.40% | |
UnitedHealth | US91324P1021 | 2.40 | 309.11 | +2.14% | |
Broadcom | US11135F1012 | 2.20 | 269.35 | -0.30% | |
JPMorgan | US46625H1005 | 1.94 | 287.11 | -0.57% | |
Meta Platforms | US30303M1027 | 1.85 | 733.63 | +1.04% | |
Mondelez | US6092071058 | 1.83 | 67.78 | +0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 161.65B | 3.26 | 17.89 | 13.31 | ||
American Funds American Balanced A | 115.74B | 3.42 | 8.95 | 8.27 | ||
American Funds Invmt Co of Amer A | 99.9B | 4.19 | 16.94 | 11.91 | ||
American Funds Washington Mutual A | 91.34B | 4.43 | 12.37 | 11.66 | ||
American Funds Income Fund of Amer | 80.62B | 7.60 | 7.41 | 7.24 |
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