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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.67 | 2.69 | 0.02 |
Shares | 97.32 | 97.32 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.21 | 20.75 |
Price to Book | 3.85 | 3.96 |
Price to Sales | 2.54 | 2.65 |
Price to Cash Flow | 13.97 | 13.91 |
Dividend Yield | 1.63 | 1.55 |
5 Years Earnings Growth | 14.18 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.64 | 28.78 |
Industrials | 13.10 | 9.88 |
Healthcare | 12.67 | 11.76 |
Financial Services | 11.37 | 14.94 |
Consumer Cyclical | 8.76 | 10.33 |
Communication Services | 8.04 | 8.67 |
Consumer Defensive | 7.13 | 6.17 |
Utilities | 3.28 | 2.65 |
Energy | 3.23 | 3.68 |
Basic Materials | 3.10 | 2.36 |
Real Estate | 1.68 | 2.25 |
Number of long holdings: 233
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.67 | 292.93 | -1.61% | |
Microsoft | US5949181045 | 5.48 | 527.75 | -1.47% | |
Philip Morris | US7181721090 | 3.11 | 164.14 | +0.71% | |
Meta Platforms | US30303M1027 | 2.83 | 763.46 | -1.66% | |
Transdigm | US8936411003 | 2.82 | 1,416.94 | -11.94% | |
Amazon.com | US0231351067 | 2.59 | 213.75 | +0.99% | |
Alphabet C | US02079K1079 | 2.45 | 195.32 | -0.22% | |
UnitedHealth | US91324P1021 | 2.09 | 251.00 | +4.16% | |
Apple | US0378331005 | 1.58 | 202.92 | -0.21% | |
NVIDIA | US67066G1040 | 1.55 | 178.26 | -0.97% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 165.48B | 10.39 | 24.59 | 14.26 | ||
American Funds American Balanced A | 117.42B | 8.11 | 12.92 | 8.94 | ||
American Funds Invmt Co of Amer A | 102.14B | 10.77 | 23.08 | 12.88 | ||
American Funds Washington Mutual A | 92.58B | 9.00 | 16.96 | 12.43 | ||
American Funds Fundamental Invs A | 81.99B | 11.71 | 22.03 | 12.93 |
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