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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.92 | 3.21 | 0.29 |
Shares | 96.52 | 96.52 | 0.00 |
Preferred | 0.17 | 0.17 | 0.00 |
Other | 0.39 | 0.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.97 | 22.45 |
Price to Book | 5.01 | 4.32 |
Price to Sales | 3.22 | 3.31 |
Price to Cash Flow | 16.17 | 15.02 |
Dividend Yield | 0.75 | 1.25 |
5 Years Earnings Growth | 20.68 | 12.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 40.05 | 27.34 |
Healthcare | 18.63 | 14.13 |
Consumer Cyclical | 11.22 | 13.33 |
Communication Services | 9.02 | 11.06 |
Financial Services | 8.99 | 14.18 |
Industrials | 8.09 | 11.80 |
Energy | 1.57 | 2.65 |
Consumer Defensive | 1.34 | 4.58 |
Basic Materials | 0.82 | 2.66 |
Real Estate | 0.14 | 1.54 |
Utilities | 0.12 | 1.57 |
Number of long holdings: 215
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.18 | 245.11 | -0.74% | |
Microsoft | US5949181045 | 5.01 | 473.22 | +0.60% | |
Amazon.com | US0231351067 | 3.88 | 217.12 | +1.66% | |
Meta Platforms | US30303M1027 | 3.30 | 697.49 | -0.03% | |
NVIDIA | US67066G1040 | 2.68 | 142.93 | +0.85% | |
Taiwan Semicon | TW0002330008 | 2.48 | 995.00 | -0.30% | |
UnitedHealth | US91324P1021 | 2.23 | 302.15 | -0.35% | |
SK Hynix Inc | KR7000660001 | 2.09 | 229,000 | +2.00% | |
Eli Lilly | US5324571083 | 2.07 | 772.60 | +0.35% | |
MercadoLibre | US58733R1023 | 2.01 | 2,468.39 | -0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.77B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 112.96B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 97.12B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 90.09B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.81B | 4.34 | 6.92 | 6.92 |
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