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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.26 | 5.26 | 0.00 |
Shares | 94.68 | 94.68 | 0.00 |
Other | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.79 | 23.27 |
Price to Book | 3.49 | 4.33 |
Price to Sales | 2.29 | 3.23 |
Price to Cash Flow | 14.24 | 15.89 |
Dividend Yield | 1.44 | 1.17 |
5 Years Earnings Growth | 12.65 | 12.93 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.04 | 28.48 |
Healthcare | 15.53 | 16.11 |
Industrials | 13.93 | 11.25 |
Consumer Cyclical | 12.26 | 12.64 |
Financial Services | 10.48 | 12.12 |
Communication Services | 9.94 | 8.90 |
Consumer Defensive | 5.42 | 4.78 |
Basic Materials | 4.42 | 3.60 |
Energy | 2.88 | 3.79 |
Utilities | 0.61 | 1.20 |
Real Estate | 0.50 | 1.85 |
Number of long holdings: 277
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.79 | - | - | |
Meta Platforms Inc Class A | - | 3.35 | - | - | |
Novo Nordisk B | DK0062498333 | 2.74 | 866.8 | -1.35% | |
Broadcom Inc | - | 2.35 | - | - | |
Taiwan Semicon | TW0002330008 | 2.28 | 766.00 | 0.00% | |
Fujitsu | JP3818000006 | 2.15 | 2,387.0 | -3.85% | |
Tesla | US88160R1014 | 1.58 | 170.18 | +4.97% | |
Eli Lilly and Co | - | 1.51 | - | - | |
AstraZeneca | GB0009895292 | 1.42 | 12,026.0 | +5.94% | |
NVIDIA Corp | - | 1.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 138.54B | 12.54 | 7.60 | 13.07 | ||
American Funds American Balanced A | 104.18B | 6.16 | 5.88 | 8.04 | ||
American Funds Invmt Co of Amer A | 86.25B | 10.43 | 11.90 | 11.47 | ||
American Funds Washington Mutual A | 84.41B | 9.14 | 11.51 | 11.37 | ||
VA CollegeAmerica 529 AMCAP 529A | 81.1B | 10.72 | 6.80 | 10.80 |
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