
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.55 | 3.70 | 0.15 |
Shares | 92.92 | 92.92 | 0.00 |
Bonds | 3.34 | 3.34 | 0.00 |
Preferred | 0.17 | 0.17 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.18 | 13.32 |
Price to Book | 2.81 | 2.02 |
Price to Sales | 2.55 | 1.76 |
Price to Cash Flow | 10.03 | 7.67 |
Dividend Yield | 2.31 | 3.10 |
5 Years Earnings Growth | 9.39 | 11.65 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.71 | 22.27 |
Technology | 20.21 | 23.09 |
Consumer Cyclical | 13.70 | 15.07 |
Industrials | 11.63 | 8.50 |
Communication Services | 10.34 | 9.00 |
Healthcare | 6.71 | 4.36 |
Consumer Defensive | 6.02 | 6.47 |
Basic Materials | 5.13 | 4.83 |
Energy | 2.40 | 4.06 |
Real Estate | 1.85 | 2.75 |
Utilities | 1.30 | 1.97 |
Number of long holdings: 578
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 6.53 | 1,180.00 | 0.00% | |
MercadoLibre | US58733R1023 | 2.43 | 2,327.30 | -1.00% | |
Microsoft | US5949181045 | 2.14 | 520.58 | -1.64% | |
Tencent Holdings | KYG875721634 | 2.02 | 590.50 | +0.77% | |
SK Hynix Inc | KR7000660001 | 1.84 | 273,500 | -1.62% | |
Meta Platforms | US30303M1027 | 1.71 | 780.08 | -1.26% | |
Broadcom | US11135F1012 | 1.56 | 309.09 | -1.20% | |
Airbus Group | NL0000235190 | 1.45 | 179.56 | -0.72% | |
Nu Holdings Ltd Ordinary Shares Class A | - | 1.28 | - | - | |
BBVA | ES0113211835 | 1.25 | 16.025 | +1.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 165.07B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 117.28B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 101.9B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 92.35B | 10.04 | 15.43 | 12.34 | ||
American Funds Fundamental Invs A | 81.85B | 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