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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.12 | 3.26 | 0.14 |
Shares | 79.26 | 79.26 | 0.00 |
Bonds | 14.78 | 14.78 | 0.00 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.32 | 0.32 | 0.00 |
Other | 2.49 | 2.50 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.96 | 16.21 |
Price to Book | 2.28 | 2.48 |
Price to Sales | 2.17 | 1.84 |
Price to Cash Flow | 10.33 | 10.04 |
Dividend Yield | 3.51 | 2.82 |
5 Years Earnings Growth | 8.29 | 10.27 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.06 | 16.25 |
Healthcare | 13.05 | 10.97 |
Technology | 12.14 | 18.14 |
Industrials | 11.55 | 11.09 |
Consumer Defensive | 11.53 | 7.58 |
Utilities | 7.08 | 5.07 |
Energy | 6.78 | 6.51 |
Consumer Cyclical | 6.76 | 8.78 |
Real Estate | 5.10 | 6.82 |
Communication Services | 3.72 | 6.96 |
Basic Materials | 3.24 | 4.28 |
Number of long holdings: 2,157
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.14 | 192.47 | +0.08% | |
Philip Morris | US7181721090 | 2.99 | 169.17 | -0.63% | |
Cap Grp Cent Fd Ser Ii | - | 2.38 | - | - | |
AbbVie | US00287Y1091 | 2.08 | 192.34 | +3.38% | |
Rtx Corp | US75513E1010 | 1.99 | 124.80 | -0.34% | |
VICI Properties | US9256521090 | 1.55 | 32.24 | +0.06% | |
Taiwan Semicon | TW0002330008 | 1.51 | 888.00 | +2.78% | |
Abbott Labs | US0028241000 | 1.44 | 129.53 | +0.53% | |
JPMorgan | US46625H1005 | 1.42 | 243.22 | -0.14% | |
Microsoft | US5949181045 | 1.39 | 391.16 | -0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 140.34B | -6.42 | 8.56 | 12.54 | ||
American Funds American Balanced A | 107.14B | -0.23 | 6.19 | 8.03 | ||
American Funds Invmt Co of Amer A | 88.05B | -2.99 | 11.35 | 11.42 | ||
American Funds Washington Mutual A | 84.17B | 0.30 | 9.32 | 11.37 | ||
American Funds Income Fund of Amer | 76.75B | 4.67 | 5.78 | 7.11 |
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