
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.46 | 0.75 | 0.29 |
Shares | 99.55 | 100.70 | 1.15 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.19 | 16.02 |
Price to Book | 4.21 | 2.70 |
Price to Sales | 2.86 | 1.80 |
Price to Cash Flow | 15.45 | 10.42 |
Dividend Yield | 2.05 | 3.12 |
5 Years Earnings Growth | 10.54 | 8.97 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.28 | 20.28 |
Healthcare | 11.96 | 11.65 |
Financial Services | 11.86 | 17.69 |
Consumer Cyclical | 10.61 | 8.49 |
Communication Services | 9.72 | 7.26 |
Industrials | 6.65 | 7.12 |
Consumer Defensive | 6.22 | 9.23 |
Energy | 4.11 | 6.64 |
Utilities | 2.70 | 5.18 |
Real Estate | 2.07 | 3.23 |
Basic Materials | 1.81 | 3.39 |
Number of long holdings: 245
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.79 | 503.32 | +0.37% | |
Apple | US0378331005 | 6.76 | 211.16 | -0.59% | |
NVIDIA | US67066G1040 | 6.31 | 164.92 | +0.50% | |
Amazon.com | US0231351067 | 3.45 | 225.02 | +1.24% | |
Alphabet A | US02079K3059 | 3.04 | 180.19 | +1.45% | |
Meta Platforms | US30303M1027 | 2.70 | 717.51 | -1.34% | |
Broadcom | US11135F1012 | 1.78 | 274.38 | -0.37% | |
Tesla | US88160R1014 | 1.51 | 313.51 | +1.17% | |
Eli Lilly | US5324571083 | 1.43 | 793.01 | +0.30% | |
UnitedHealth | US91324P1021 | 1.26 | 304.10 | +1.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.94B | -0.31 | 3.45 | 2.83 | ||
Goldman Sachs Intl Sm Cp Insghts In | 4.43B | 25.94 | 16.59 | 7.36 | ||
Goldman Sachs Emerging Markets Eq I | 2.07B | 13.40 | 7.38 | 4.90 | ||
Goldman Sachs Intl Eq Insghts Instl | 2.07B | 23.91 | 18.62 | 7.82 | ||
Goldman Sachs Dynamic Municipal Ini | 1.93B | -0.35 | 3.37 | 2.75 |
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