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Global Atlantic Wellington Research Managed Risk Portfolio Class Ii (0P0000Z3KX)

US Funds

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13.850 +0.040 +0.29%

25/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 277.2M

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0P0000Z3KX Holdings

Comprehensive information about top holdings and Key Holding Information for the Global Atlantic Wellington Research Managed Risk P (0P0000Z3KX) fund. Our Global Atlantic Wellington Research Managed Risk P portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.390	5.390	1.000
Shares	60.790	60.790	0.000
Bonds	34.820	35.610	0.790

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.362	18.657
Price to Book	3.990	3.212
Price to Sales	2.453	2.241
Price to Cash Flow	15.334	12.352
Dividend Yield	1.171	1.957
5 Years Earnings Growth	13.175	11.234

Sector Allocation

Name	Net %	Category Average
Technology	31.490	23.786
Financial Services	16.010	15.733
Healthcare	12.920	12.806
Consumer Cyclical	10.240	10.082
Communication Services	7.480	7.573
Industrials	6.240	10.186
Consumer Defensive	5.310	6.000
Energy	4.030	4.951
Utilities	2.740	3.234
Basic Materials	1.960	3.211
Real Estate	1.590	4.229

Region Allocation

North America
Latin America
Europe Developed

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 574

Number of short holdings: 7

Name	ISIN	Weight %	Last	Change %
NVIDIA	US67066G1040	3.95	111.01	+4.30%
Apple	US0378331005	3.42	209.28	+0.44%
Microsoft	US5949181045	3.32	391.85	+1.17%
Amazon.com	US0231351067	3.13	188.99	+1.31%
Alphabet A	US02079K3059	2.19	161.96	+1.68%
Wells Fargo&Co	US9497461015	1.93	69.73	+0.24%
Mastercard	US57636Q1040	1.85	533.48	-0.37%
Broadcom	US11135F1012	1.54	192.31	+2.21%
Berkshire Hathaway B	US0846707026	1.31	530.96	-0.13%
Eli Lilly	US5324571083	1.12	884.54	+2.89%

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