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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.20 | 3.20 | 0.00 |
Shares | 96.77 | 96.77 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.87 | 21.04 |
Price to Book | 3.68 | 4.01 |
Price to Sales | 2.59 | 2.69 |
Price to Cash Flow | 13.93 | 14.10 |
Dividend Yield | 1.98 | 1.53 |
5 Years Earnings Growth | 11.73 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.91 | 29.21 |
Financial Services | 16.91 | 14.86 |
Healthcare | 15.56 | 11.53 |
Industrials | 10.47 | 9.87 |
Consumer Defensive | 8.59 | 6.06 |
Consumer Cyclical | 7.69 | 10.30 |
Communication Services | 5.01 | 8.77 |
Energy | 4.62 | 3.66 |
Utilities | 3.79 | 2.61 |
Real Estate | 2.92 | 2.22 |
Basic Materials | 2.53 | 2.36 |
Number of long holdings: 185
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.27 | 308.65 | +2.80% | |
Microsoft | US5949181045 | 5.55 | 509.64 | +0.57% | |
UnitedHealth | US91324P1021 | 3.00 | 302.29 | -0.52% | |
Eli Lilly | US5324571083 | 2.77 | 731.96 | -0.30% | |
Marsh McLennan | US5717481023 | 2.29 | 206.44 | +0.03% | |
Apple | US0378331005 | 2.25 | 232.56 | +0.90% | |
Philip Morris | US7181721090 | 2.20 | 165.77 | +0.96% | |
AbbVie | US00287Y1091 | 1.59 | 207.92 | -0.07% | |
JPMorgan | US46625H1005 | 1.54 | 301.07 | +0.60% | |
Comcast | US20030N1019 | 1.39 | 33.57 | -0.71% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 167.51B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 118.36B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 103.57B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 93.72B | 10.04 | 15.43 | 12.34 | ||
American Funds Fundamental Invs A | 82.47B | 13.72 | 19.83 | 12.93 |
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