
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.670 | 2.670 | 0.000 |
Shares | 97.210 | 97.210 | 0.000 |
Other | 0.120 | 0.130 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.593 | 24.153 |
Price to Book | 3.698 | 4.656 |
Price to Sales | 2.860 | 3.602 |
Price to Cash Flow | 14.808 | 15.839 |
Dividend Yield | 1.521 | 1.285 |
5 Years Earnings Growth | 11.496 | 10.701 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.040 | 28.624 |
Healthcare | 14.540 | 13.686 |
Consumer Cyclical | 14.500 | 12.130 |
Financial Services | 12.380 | 14.934 |
Industrials | 12.120 | 12.566 |
Communication Services | 11.210 | 9.226 |
Consumer Defensive | 3.970 | 5.976 |
Basic Materials | 3.550 | 3.750 |
Energy | 2.310 | 2.467 |
Utilities | 0.950 | 2.326 |
Real Estate | 0.430 | 1.530 |
Number of long holdings: 256
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.77 | 737.67 | -1.34% | |
Broadcom | US11135F1012 | 3.50 | 287.85 | -1.14% | |
Microsoft | US5949181045 | 3.38 | 506.00 | +0.22% | |
Taiwan Semicon | TW0002330008 | 3.29 | 1,135.00 | -4.22% | |
Tesla | US88160R1014 | 3.19 | 320.92 | -0.92% | |
NVIDIA | US67066G1040 | 2.37 | 174.70 | -0.40% | |
Novo Nordisk B | DK0062498333 | 1.91 | 356.1 | +3.04% | |
Netflix | US64110L1061 | 1.60 | 1,205.90 | -0.66% | |
Amazon.com | US0231351067 | 1.50 | 221.19 | -1.17% | |
Eli Lilly | US5324571083 | 1.39 | 716.13 | +1.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundu | 18.11B | 12.46 | 15.30 | 11.35 | ||
Capital Group New Perspective Funbu | 18.11B | 11.85 | 14.14 | 10.27 | ||
Capital Group New Perspective Funzu | 18.11B | 12.30 | 14.99 | 11.13 | ||
Capital Group New Perspective Fuzdu | 18.11B | 12.28 | 15.00 | 11.13 | ||
Cap Group New Perspective lux C | 18.11B | 12.83 | 15.92 | - |
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