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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.700 | 2.700 | 0.000 |
Shares | 97.300 | 97.300 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.131 | 22.448 |
Price to Book | 2.797 | 4.322 |
Price to Sales | 1.915 | 3.307 |
Price to Cash Flow | 9.085 | 15.036 |
Dividend Yield | 2.048 | 1.250 |
5 Years Earnings Growth | 11.587 | 12.597 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.240 | 27.319 |
Consumer Cyclical | 15.150 | 13.348 |
Industrials | 14.680 | 11.842 |
Financial Services | 14.220 | 14.188 |
Healthcare | 12.550 | 14.097 |
Communication Services | 7.070 | 11.032 |
Consumer Defensive | 3.760 | 4.583 |
Energy | 2.550 | 2.646 |
Basic Materials | 1.760 | 2.663 |
Utilities | 0.610 | 1.567 |
Real Estate | 0.430 | 1.536 |
Number of long holdings: 160
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.21 | 463.87 | +0.19% | |
Taiwan Semicon | TW0002330008 | 5.14 | 990.00 | +4.21% | |
NVIDIA | US67066G1040 | 3.39 | 141.92 | +0.50% | |
Safran | FR0000073272 | 2.50 | 266.80 | +0.49% | |
Eli Lilly | US5324571083 | 2.26 | 765.84 | +2.01% | |
Broadcom | US11135F1012 | 2.03 | 261.08 | +1.65% | |
Alphabet A | US02079K3059 | 1.91 | 168.05 | +1.13% | |
Meta Platforms | US30303M1027 | 1.82 | 687.95 | +3.16% | |
Vertex | US92532F1003 | 1.56 | 445.85 | -0.14% | |
3I Group | GB00B1YW4409 | 1.46 | 4,167.00 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.29B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 112.52B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 96.02B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 89.86B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.64B | 4.34 | 6.92 | 6.92 |
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