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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.970 | 2.970 | 0.000 |
Shares | 96.910 | 96.910 | 0.000 |
Other | 0.120 | 0.130 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.798 | 16.086 |
Price to Book | 3.344 | 2.678 |
Price to Sales | 2.680 | 2.073 |
Price to Cash Flow | 13.537 | 10.339 |
Dividend Yield | 1.729 | 2.803 |
5 Years Earnings Growth | 10.644 | 11.902 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.910 | 20.134 |
Healthcare | 15.680 | 12.795 |
Financial Services | 14.010 | 20.185 |
Consumer Cyclical | 12.940 | 12.278 |
Industrials | 12.930 | 13.946 |
Communication Services | 10.940 | 9.306 |
Consumer Defensive | 4.820 | 8.144 |
Basic Materials | 4.010 | 9.045 |
Energy | 2.450 | 8.169 |
Utilities | 0.980 | 5.689 |
Real Estate | 0.330 | 4.545 |
Number of long holdings: 258
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.80 | 550.78 | +0.19% | |
Microsoft | US5949181045 | 3.07 | 393.00 | +0.47% | |
Taiwan Semicon | TW0002330008 | 2.72 | 897.00 | +1.01% | |
Broadcom | US11135F1012 | 2.20 | 191.72 | -0.39% | |
Tesla | US88160R1014 | 2.05 | 282.07 | -1.33% | |
NVIDIA | US67066G1040 | 1.71 | 108.96 | +0.21% | |
EssilorLuxottica | FR0000121667 | 1.68 | 250.40 | +0.12% | |
Netflix | US64110L1061 | 1.64 | 1,111.20 | +0.07% | |
Eli Lilly | US5324571083 | 1.61 | 885.97 | +0.99% | |
AstraZeneca | GB0009895292 | 1.44 | 10,618.0 | +0.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fuzde | 15.91B | -2.09 | 4.97 | 9.94 | ||
Cap Group New Perspective lux N | 15.91B | -2.42 | 3.50 | - | ||
Capital Group New Perspective Fuzge | 15.91B | -2.07 | 4.97 | 9.95 | ||
Cap Group New Perspective lux C EUR | 15.91B | -1.87 | 5.82 | - | ||
Capital Group New Perspective Fube | 15.91B | -2.24 | 4.18 | 9.08 |
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