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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.37 | 3.37 | 0.00 |
Shares | 95.50 | 95.50 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 1.05 | 1.05 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.22 | 29.68 |
Price to Book | 5.54 | 7.51 |
Price to Sales | 3.92 | 4.99 |
Price to Cash Flow | 14.94 | 18.93 |
Dividend Yield | 0.79 | 0.71 |
5 Years Earnings Growth | 11.32 | 13.07 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.97 | 41.14 |
Communication Services | 15.53 | 12.73 |
Consumer Cyclical | 15.12 | 14.05 |
Healthcare | 11.77 | 9.82 |
Industrials | 10.06 | 7.20 |
Financial Services | 8.63 | 9.53 |
Consumer Defensive | 2.44 | 3.43 |
Energy | 1.44 | 1.29 |
Basic Materials | 1.27 | 1.54 |
Utilities | 0.54 | 1.25 |
Real Estate | 0.23 | 1.42 |
Number of long holdings: 324
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.81 | 733.36 | -1.35% | |
NVIDIA | US67066G1040 | 5.24 | 185.87 | +2.21% | |
Microsoft | US5949181045 | 5.02 | 517.09 | +0.48% | |
Broadcom | US11135F1012 | 4.14 | 329.48 | +0.48% | |
Amazon.com | US0231351067 | 3.48 | 219.65 | -1.14% | |
Netflix | US64110L1061 | 3.06 | 1,195.24 | -0.93% | |
Eli Lilly | US5324571083 | 2.71 | 762.73 | +4.99% | |
Tesla | US88160R1014 | 2.15 | 443.74 | +0.12% | |
Royal Caribbean Cruises | LR0008862868 | 2.10 | 323.67 | -0.93% | |
Uber Tech | US90353T1007 | 2.01 | 97.89 | -1.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds American Balanced A | 121.42B | 10.82 | 13.37 | 9.50 | ||
American Funds Invmt Co of Amer A | 104.91B | 15.18 | 23.36 | 13.83 | ||
American Funds Washington Mutual A | 95B | 12.48 | 17.46 | 13.26 | ||
American Funds Fundamental Invs A | 84.61B | 14.85 | 21.60 | 13.77 | ||
American Funds Income Fund of Amer | 82.53B | 13.15 | 11.43 | 8.53 |
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