
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 | 16.08 |
Price to Book | 3.52 | 2.50 |
Price to Sales | 2.67 | 1.72 |
Price to Cash Flow | 13.94 | 10.49 |
Dividend Yield | 2.42 | 2.49 |
5 Years Earnings Growth | 9.10 | 9.27 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.93 | 13.18 |
Healthcare | 17.27 | 14.63 |
Industrials | 14.63 | 11.93 |
Financial Services | 14.14 | 21.45 |
Consumer Defensive | 8.52 | 8.21 |
Utilities | 6.62 | 5.21 |
Consumer Cyclical | 5.97 | 7.09 |
Energy | 4.19 | 7.40 |
Communication Services | 3.55 | 5.87 |
Basic Materials | 2.61 | 3.38 |
Real Estate | 2.57 | 3.38 |
Number of long holdings: 173
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.58 | 507.23 | +0.59% | |
Rtx Corp | US75513E1010 | 3.96 | 156.24 | -0.05% | |
AbbVie | US00287Y1091 | 3.17 | 210.60 | +0.53% | |
Apple | US0378331005 | 3.03 | 227.76 | +1.27% | |
GE Aerospace | US3696043013 | 2.69 | 266.53 | -0.81% | |
UnitedHealth | US91324P1021 | 2.40 | 307.42 | +1.34% | |
Broadcom | US11135F1012 | 2.20 | 294.00 | +1.52% | |
JPMorgan | US46625H1005 | 1.94 | 296.24 | +1.64% | |
Meta Platforms | US30303M1027 | 1.85 | 754.79 | +2.12% | |
Mondelez | US6092071058 | 1.83 | 63.41 | +0.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 167.15B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 118.52B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 103.59B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 94.08B | 10.04 | 15.43 | 12.34 | ||
American Funds Fundamental Invs A | 82.6B | 13.72 | 19.83 | 12.93 |
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