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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 | 15.92 |
Price to Book | 3.51 | 2.48 |
Price to Sales | 2.77 | 1.71 |
Price to Cash Flow | 14.47 | 10.44 |
Dividend Yield | 2.33 | 2.51 |
5 Years Earnings Growth | 8.34 | 9.40 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.96 | 12.93 |
Industrials | 14.13 | 11.92 |
Financial Services | 14.06 | 21.38 |
Healthcare | 13.93 | 14.93 |
Consumer Defensive | 7.55 | 8.42 |
Utilities | 7.34 | 5.29 |
Consumer Cyclical | 6.21 | 6.87 |
Communication Services | 3.91 | 5.62 |
Energy | 3.88 | 7.46 |
Real Estate | 2.57 | 3.43 |
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 | 513.71 | +0.55% | |
Broadcom | US11135F1012 | 4.14 | 290.18 | +0.51% | |
Rtx Corp | US75513E1010 | 3.81 | 156.88 | +1.07% | |
GE Aerospace | US3696043013 | 3.12 | 271.59 | +1.34% | |
Apple | US0378331005 | 2.32 | 213.88 | +0.06% | |
JPMorgan | US46625H1005 | 2.18 | 298.62 | +0.70% | |
Meta Platforms | US30303M1027 | 2.09 | 712.68 | -0.30% | |
Eli Lilly | US5324571083 | 1.90 | 812.69 | +0.90% | |
International Paper | US4601461035 | 1.77 | 55.68 | +1.61% | |
AbbVie | US00287Y1091 | 1.76 | 190.28 | -0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 165.7B | 10.39 | 24.59 | 14.26 | ||
American Funds American Balanced A | 117.38B | 8.11 | 12.92 | 8.94 | ||
American Funds Invmt Co of Amer A | 103.02B | 10.77 | 23.08 | 12.88 | ||
American Funds Washington Mutual A | 93.3B | 9.00 | 16.96 | 12.43 | ||
American Funds Fundamental Invs A | 82.34B | 11.71 | 22.03 | 12.93 |
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