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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.250 | 0.840 | 0.590 |
Shares | 99.760 | 99.770 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.834 | 20.061 |
Price to Book | 3.491 | 3.721 |
Price to Sales | 2.178 | 2.472 |
Price to Cash Flow | 12.810 | 13.658 |
Dividend Yield | 1.766 | 1.591 |
5 Years Earnings Growth | 11.798 | 11.649 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.100 | 28.317 |
Healthcare | 13.400 | 13.406 |
Financial Services | 12.360 | 13.983 |
Consumer Cyclical | 10.860 | 10.490 |
Communication Services | 8.870 | 8.669 |
Industrials | 8.170 | 8.876 |
Consumer Defensive | 6.520 | 5.882 |
Energy | 4.720 | 4.192 |
Utilities | 2.420 | 2.518 |
Real Estate | 2.370 | 2.362 |
Basic Materials | 2.210 | 3.017 |
Number of long holdings: 510
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.98 | 210.61 | -1.63% | |
Microsoft | US5949181045 | 6.51 | 446.95 | -1.30% | |
Amazon.com | US0231351067 | 3.20 | 193.25 | -2.33% | |
NVIDIA | US67066G1040 | 2.98 | 123.50 | -0.40% | |
Alphabet A | US02079K3059 | 2.15 | 182.15 | -1.76% | |
Tesla | US88160R1014 | 1.92 | 198.00 | +0.29% | |
Meta Platforms | US30303M1027 | 1.85 | 503.89 | -3.02% | |
Alphabet C | US02079K1079 | 1.85 | 183.42 | -1.84% | |
Berkshire Hathaway B | US0846707026 | 1.77 | 406.80 | -0.28% | |
Exxon Mobil | US30231G1022 | 1.31 | 115.12 | +0.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Class C Accumulation Shares Net | 975.04M | 2.69 | -5.70 | 7.06 | ||
Class K Accumulation Shares Net | 975.04M | 2.99 | -5.00 | 7.83 | ||
Class J Accumulation Shares Net | 975.04M | -0.02 | -6.35 | 7.16 | ||
GB00B7VHZX64 | 477.17M | 11.53 | 11.75 | 16.98 | ||
UK Equity Income Fund Class C Accum | 339.95M | 12.70 | 11.99 | 5.86 |
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