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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.640 | 4.640 | 0.000 |
Shares | 95.230 | 97.610 | 2.380 |
Bonds | 0.080 | 0.080 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.650 | 17.920 |
Price to Book | 3.050 | 3.008 |
Price to Sales | 2.234 | 2.197 |
Price to Cash Flow | 13.038 | 12.283 |
Dividend Yield | 1.989 | 2.054 |
5 Years Earnings Growth | 11.173 | 11.330 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.790 | 23.503 |
Financial Services | 15.250 | 16.132 |
Healthcare | 11.350 | 13.547 |
Industrials | 10.150 | 11.592 |
Consumer Cyclical | 10.010 | 10.463 |
Communication Services | 7.950 | 7.639 |
Consumer Defensive | 6.160 | 7.797 |
Energy | 3.960 | 3.648 |
Basic Materials | 3.420 | 4.138 |
Utilities | 2.680 | 2.726 |
Real Estate | 2.290 | 2.814 |
Number of long holdings: 1,578
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 4.80 | 134.70 | +3.08% | |
Apple | US0378331005 | 4.70 | 254.49 | +1.88% | |
Microsoft | US5949181045 | 4.29 | 436.60 | -0.10% | |
Amazon.com | US0231351067 | 2.53 | 224.92 | +0.73% | |
Meta Platforms | US30303M1027 | 1.82 | 585.25 | -1.73% | |
Alphabet A | US02079K3059 | 1.44 | 191.41 | +1.54% | |
Alphabet C | US02079K1079 | 1.25 | 192.96 | +1.72% | |
Broadcom | US11135F1012 | 1.09 | 220.79 | +1.13% | |
Tesla | US88160R1014 | 1.04 | 421.06 | -3.46% | |
Eli Lilly | US5324571083 | 0.96 | 767.76 | +1.35% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00BHQSS241 | 631.2M | 21.31 | 7.75 | - | ||
GB00BKPT8X07 | 451.7M | 13.32 | 9.87 | - | ||
GB00BQ1SWL90 | 1.07B | 3.80 | -0.16 | 11.32 | ||
GB00BHZK8872 | 1.12B | 9.90 | 5.06 | 8.45 | ||
GB00BMDNKR60 | 1.26B | 9.25 | -5.80 | - |
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