
Please try another search
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 | 29.56 |
Price to Book | 5.54 | 7.46 |
Price to Sales | 3.92 | 5.00 |
Price to Cash Flow | 14.94 | 19.09 |
Dividend Yield | 0.79 | 0.71 |
5 Years Earnings Growth | 11.32 | 13.26 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.97 | 41.16 |
Communication Services | 15.53 | 12.89 |
Consumer Cyclical | 15.12 | 13.98 |
Healthcare | 11.77 | 9.76 |
Industrials | 10.06 | 7.14 |
Financial Services | 8.63 | 9.50 |
Consumer Defensive | 2.44 | 3.39 |
Energy | 1.44 | 1.26 |
Basic Materials | 1.27 | 1.58 |
Utilities | 0.54 | 1.24 |
Real Estate | 0.23 | 1.37 |
Number of long holdings: 324
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 5.81 | 732.17 | +2.13% | |
NVIDIA | US67066G1040 | 5.24 | 182.64 | -0.32% | |
Microsoft | US5949181045 | 5.02 | 516.79 | +0.63% | |
Broadcom | US11135F1012 | 4.14 | 349.24 | -0.03% | |
Amazon.com | US0231351067 | 3.48 | 216.48 | +1.61% | |
Netflix | US64110L1061 | 3.06 | 1,238.56 | +3.27% | |
Eli Lilly | US5324571083 | 2.71 | 808.96 | +0.76% | |
Tesla | US88160R1014 | 2.15 | 447.43 | +1.85% | |
Royal Caribbean Cruises | LR0008862868 | 2.10 | 302.84 | +0.84% | |
Uber Tech | US90353T1007 | 2.01 | 93.70 | +1.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 170.96B | 17.94 | 28.54 | 15.82 | ||
American Funds American Balanced A | 122.81B | 14.09 | 17.33 | 9.93 | ||
American Funds Invmt Co of Amer A | 104.93B | 17.85 | 28.15 | 14.49 | ||
American Funds Washington Mutual A | 94.6B | 14.61 | 21.44 | 13.70 | ||
American Funds Fundamental Invs A | 85.45B | 19.08 | 26.91 | 14.49 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review