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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.68 | 2.68 | 0.00 |
Shares | 96.86 | 96.86 | 0.00 |
Preferred | 0.45 | 0.45 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.32 | 20.03 |
Price to Book | 3.69 | 3.86 |
Price to Sales | 2.70 | 2.55 |
Price to Cash Flow | 13.77 | 13.60 |
Dividend Yield | 2.08 | 1.58 |
5 Years Earnings Growth | 11.47 | 10.82 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.50 | 27.91 |
Financial Services | 19.01 | 14.97 |
Healthcare | 15.47 | 12.49 |
Industrials | 10.15 | 9.74 |
Consumer Defensive | 9.63 | 6.37 |
Consumer Cyclical | 7.69 | 10.32 |
Communication Services | 5.18 | 8.46 |
Energy | 4.00 | 3.81 |
Utilities | 3.38 | 2.71 |
Real Estate | 2.51 | 2.33 |
Basic Materials | 2.50 | 2.39 |
Number of long holdings: 186
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 5.29 | 253.26 | +1.31% | |
Microsoft | US5949181045 | 5.10 | 487.02 | +2.02% | |
Philip Morris | US7181721090 | 3.68 | 184.37 | +0.59% | |
UnitedHealth | US91324P1021 | 2.70 | 300.70 | -0.43% | |
Marsh McLennan | US5717481023 | 2.55 | 217.91 | +0.79% | |
Apple | US0378331005 | 2.47 | 201.78 | +0.39% | |
Eli Lilly | US5324571083 | 2.22 | 770.23 | +0.98% | |
JPMorgan | US46625H1005 | 1.56 | 276.29 | +0.47% | |
Visa A | US92826C8394 | 1.48 | 342.41 | +1.13% | |
Abbott Labs | US0028241000 | 1.46 | 132.99 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.72B | 3.26 | 17.89 | 13.31 | ||
American Funds American Balanced A | 113.04B | 3.42 | 8.95 | 8.27 | ||
American Funds Invmt Co of Amer A | 96.13B | 4.19 | 16.94 | 11.91 | ||
American Funds Washington Mutual A | 88.97B | 4.43 | 12.37 | 11.66 | ||
American Funds Income Fund of Amer | 79.76B | 7.60 | 7.41 | 7.24 |
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