
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.40 | 4.40 | 0.00 |
Shares | 94.92 | 94.92 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Preferred | 0.65 | 0.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.55 | 21.01 |
Price to Book | 4.70 | 4.00 |
Price to Sales | 3.62 | 2.69 |
Price to Cash Flow | 15.71 | 14.08 |
Dividend Yield | 1.56 | 1.53 |
5 Years Earnings Growth | 9.55 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.29 | 29.16 |
Industrials | 12.77 | 9.86 |
Consumer Cyclical | 11.81 | 10.28 |
Communication Services | 11.42 | 8.76 |
Healthcare | 11.22 | 11.59 |
Financial Services | 9.65 | 14.87 |
Consumer Defensive | 6.34 | 6.08 |
Basic Materials | 2.74 | 2.36 |
Utilities | 1.74 | 2.61 |
Energy | 1.71 | 3.65 |
Real Estate | 1.30 | 2.23 |
Number of long holdings: 209
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.55 | 520.17 | -0.44% | |
Broadcom | US11135F1012 | 6.07 | 306.34 | -1.57% | |
Meta Platforms | US30303M1027 | 4.98 | 785.23 | +0.40% | |
Amazon.com | US0231351067 | 3.80 | 231.03 | +0.02% | |
NVIDIA | US67066G1040 | 3.69 | 180.45 | -0.86% | |
Royal Caribbean Cruises | LR0008862868 | 2.78 | 313.95 | +0.53% | |
British American Tobacco | GB0002875804 | 2.61 | 4,198.0 | -0.94% | |
Eli Lilly | US5324571083 | 2.52 | 701.23 | +2.45% | |
GE Aerospace | US3696043013 | 2.41 | 267.85 | -0.69% | |
Uber Tech | US90353T1007 | 2.11 | 92.60 | +1.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 167.31B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 118.49B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 103.41B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 93.69B | 10.04 | 15.43 | 12.34 | ||
American Funds Fundamental Invs A | 82.83B | 13.72 | 19.83 | 12.93 |
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