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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.43 | 4.43 | 0.00 |
Shares | 95.20 | 95.20 | 0.00 |
Bonds | 0.10 | 0.10 | 0.00 |
Preferred | 0.14 | 0.14 | 0.00 |
Other | 0.13 | 0.14 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.19 | 17.54 |
Price to Book | 2.91 | 2.93 |
Price to Sales | 2.07 | 2.18 |
Price to Cash Flow | 11.33 | 11.96 |
Dividend Yield | 2.48 | 2.22 |
5 Years Earnings Growth | 11.05 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.66 | 21.42 |
Financial Services | 15.98 | 17.04 |
Industrials | 14.95 | 12.17 |
Healthcare | 12.57 | 12.29 |
Consumer Cyclical | 9.59 | 10.08 |
Communication Services | 7.38 | 8.62 |
Consumer Defensive | 7.01 | 7.77 |
Basic Materials | 5.69 | 4.10 |
Energy | 4.56 | 4.30 |
Utilities | 1.74 | 2.95 |
Real Estate | 0.88 | 2.32 |
Number of long holdings: 332
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.44 | 203.64 | +3.20% | |
Microsoft | US5949181045 | 3.24 | 435.28 | +2.32% | |
Taiwan Semicon | TW0002330008 | 3.13 | 950.00 | +4.63% | |
Philip Morris | US7181721090 | 2.37 | 170.86 | +0.48% | |
Apple | US0378331005 | 2.00 | 205.35 | -3.74% | |
Amazon.com | US0231351067 | 1.81 | 189.98 | -0.12% | |
Eli Lilly | US5324571083 | 1.81 | 823.62 | +3.72% | |
GE Aerospace | US3696043013 | 1.54 | 207.70 | +2.01% | |
Abbott Labs | US0028241000 | 1.39 | 132.82 | +1.48% | |
Meta Platforms | US30303M1027 | 1.39 | 597.02 | +4.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 145.39B | -6.42 | 8.56 | 12.54 | ||
American Funds American Balanced A | 108.99B | -0.23 | 6.19 | 8.03 | ||
American Funds Invmt Co of Amer A | 91.2B | -2.99 | 11.35 | 11.42 | ||
American Funds Washington Mutual A | 86.4B | 0.30 | 9.32 | 11.37 | ||
American Funds Income Fund of Amer | 77.78B | 4.67 | 5.78 | 7.11 |
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