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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.020 | 5.020 | 0.000 |
Shares | 94.460 | 94.460 | 0.000 |
Bonds | 0.030 | 0.030 | 0.000 |
Preferred | 0.490 | 0.490 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.326 | 21.654 |
Price to Book | 4.748 | 4.127 |
Price to Sales | 3.491 | 2.877 |
Price to Cash Flow | 15.179 | 14.305 |
Dividend Yield | 1.412 | 1.521 |
5 Years Earnings Growth | 9.738 | 10.164 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.530 | 30.493 |
Healthcare | 12.820 | 11.424 |
Financial Services | 12.100 | 14.955 |
Communication Services | 12.030 | 9.160 |
Consumer Cyclical | 11.930 | 10.547 |
Industrials | 11.580 | 9.025 |
Basic Materials | 2.680 | 2.613 |
Utilities | 2.250 | 2.567 |
Consumer Defensive | 1.960 | 5.351 |
Real Estate | 1.580 | 2.210 |
Energy | 1.520 | 3.291 |
Number of long holdings: 189
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.53 | 505.72 | -0.79% | |
Broadcom | US11135F1012 | 6.06 | 291.17 | -1.27% | |
Meta Platforms | US30303M1027 | 5.00 | 747.72 | -0.50% | |
Amazon.com | US0231351067 | 3.79 | 223.81 | -1.84% | |
NVIDIA | US67066G1040 | 3.65 | 175.40 | -0.14% | |
GE Aerospace | US3696043013 | 2.89 | 266.44 | +0.19% | |
Royal Caribbean Cruises | LR0008862868 | 2.77 | 329.12 | -0.29% | |
Eli Lilly | US5324571083 | 2.51 | 705.44 | +0.32% | |
Uber Tech | US90353T1007 | 2.10 | 93.73 | -1.67% | |
Alphabet C | US02079K1079 | 1.88 | 200.19 | -1.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funzu | 18.19B | 12.30 | 14.99 | 11.13 | ||
Capital Group New Perspective Fuzdu | 18.19B | 12.28 | 15.00 | 11.13 | ||
Cap Group New Perspective lux C | 18.19B | 12.83 | 15.92 | - | ||
Capital Group New Perspective Fuzgu | 18.19B | 12.31 | 14.99 | 11.14 | ||
Cap Group New Perspective lux ZL | 18.19B | 12.48 | 15.27 | 11.33 |
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