
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.080 | 2.100 | 0.020 |
Shares | 97.300 | 97.300 | 0.000 |
Other | 0.630 | 0.660 | 0.030 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.567 | 18.205 |
Price to Book | 3.196 | 3.041 |
Price to Sales | 2.028 | 2.237 |
Price to Cash Flow | 13.413 | 12.229 |
Dividend Yield | 1.941 | 2.036 |
5 Years Earnings Growth | 9.999 | 10.536 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.140 | 23.730 |
Financial Services | 16.740 | 16.790 |
Healthcare | 11.010 | 13.068 |
Industrials | 10.110 | 11.567 |
Consumer Cyclical | 8.930 | 10.618 |
Communication Services | 8.020 | 7.908 |
Consumer Defensive | 7.210 | 7.498 |
Energy | 4.040 | 3.503 |
Basic Materials | 3.250 | 3.965 |
Utilities | 2.380 | 2.540 |
Real Estate | 2.180 | 2.745 |
Number of long holdings: 287
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.97 | 199.74 | +3.41% | |
NVIDIA | US67066G1040 | 4.76 | 98.89 | +2.04% | |
Microsoft | US5949181045 | 3.94 | 366.82 | +2.14% | |
Amazon.com | US0231351067 | 2.86 | 173.18 | +3.50% | |
Meta Platforms | US30303M1027 | 2.16 | 500.28 | +3.22% | |
Alphabet C | US02079K1079 | 1.96 | 153.90 | +2.70% | |
Alphabet A | US02079K3059 | 1.37 | 151.47 | +2.57% | |
Berkshire Hathaway B | US0846707026 | 1.29 | 520.79 | +2.74% | |
Tesla | US88160R1014 | 1.20 | 237.97 | +4.60% | |
Broadcom | US11135F1012 | 1.19 | 169.58 | +2.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FI4000349402 | 76.66B | -11.00 | 8.87 | - | ||
FI4000349410 | 76.66B | -11.00 | 8.87 | - | ||
FI4000391180 | 52B | -3.86 | 1.72 | - | ||
FI4000391172 | 52B | -3.86 | 1.72 | - | ||
FI4000064076 | 39.21B | -5.27 | 8.17 | 8.14 |
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