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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.64 | 0.64 | 0.00 |
Shares | 99.36 | 99.36 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.63 | 19.98 |
Price to Book | 4.52 | 3.86 |
Price to Sales | 3.38 | 2.56 |
Price to Cash Flow | 14.70 | 13.66 |
Dividend Yield | 1.29 | 1.58 |
5 Years Earnings Growth | 11.16 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.85 | 27.78 |
Financial Services | 13.70 | 15.01 |
Healthcare | 11.87 | 12.64 |
Industrials | 10.17 | 9.62 |
Consumer Cyclical | 9.59 | 10.32 |
Communication Services | 8.12 | 8.44 |
Consumer Defensive | 5.61 | 6.33 |
Energy | 4.18 | 3.91 |
Basic Materials | 3.58 | 2.38 |
Utilities | 3.34 | 2.78 |
Real Estate | 2.00 | 2.32 |
Number of long holdings: 162
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.98 | 203.11 | -0.08% | |
Microsoft | US5949181045 | 6.35 | 464.84 | +0.40% | |
NVIDIA | US67066G1040 | 4.75 | 141.66 | +0.31% | |
Amazon.com | US0231351067 | 3.71 | 207.84 | +1.04% | |
Meta Platforms | US30303M1027 | 2.80 | 685.28 | +2.76% | |
Berkshire Hathaway B | US0846707026 | 2.32 | 492.24 | -1.12% | |
JPMorgan | US46625H1005 | 2.27 | 265.18 | -0.41% | |
Eli Lilly | US5324571083 | 2.06 | 768.46 | +2.35% | |
Mastercard | US57636Q1040 | 1.97 | 585.04 | +0.53% | |
Walmart | US9311421039 | 1.78 | 99.74 | -0.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.88B | -0.89 | 2.91 | 2.71 | ||
Goldman Sachs Intl Sm Cp Insghts In | 4.3B | 13.05 | 8.48 | 6.21 | ||
Goldman Sachs Emerging Markets Eq I | 2.01B | 2.33 | 1.55 | 3.50 | ||
Goldman Sachs Dynamic Municipal Ini | 1.92B | -0.91 | 2.82 | 2.63 | ||
Goldman Sachs US Eq Div and Prem In | 1.53B | -5.10 | 10.37 | 9.87 |
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