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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.986 | 20.173 |
Price to Book | 4.485 | 3.871 |
Price to Sales | 2.730 | 2.566 |
Price to Cash Flow | 14.694 | 13.634 |
Dividend Yield | 1.393 | 1.576 |
5 Years Earnings Growth | 12.360 | 10.749 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.830 | 28.021 |
Healthcare | 12.750 | 12.334 |
Consumer Cyclical | 11.550 | 10.347 |
Communication Services | 10.750 | 8.504 |
Financial Services | 10.430 | 14.978 |
Industrials | 8.170 | 9.772 |
Consumer Defensive | 5.160 | 6.347 |
Energy | 3.140 | 3.790 |
Basic Materials | 2.250 | 2.388 |
Real Estate | 1.790 | 2.314 |
Utilities | 1.180 | 2.699 |
Number of long holdings: 136
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.20 | 495.94 | -0.30% | |
Apple | US0378331005 | 6.54 | 201.08 | +0.04% | |
NVIDIA | US67066G1040 | 6.37 | 157.75 | +1.76% | |
Amazon.com | US0231351067 | 4.43 | 223.30 | +2.85% | |
Meta Platforms | US30303M1027 | 3.65 | 733.63 | +1.04% | |
Alphabet C | US02079K1079 | 3.27 | 178.27 | +2.20% | |
Berkshire Hathaway B | US0846707026 | 2.78 | 485.68 | +0.13% | |
Broadcom | US11135F1012 | 2.46 | 269.35 | -0.30% | |
Costco | US22160K1051 | 1.90 | 985.14 | +0.23% | |
J&J | US4781601046 | 1.88 | 152.41 | +0.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.94B | -0.96 | 2.49 | 2.71 | ||
Goldman Sachs Intl Sm Cp Insghts In | 4.4B | 20.80 | 10.85 | 6.77 | ||
Goldman Sachs Emerging Markets Eq I | 2.09B | 7.00 | 2.91 | 4.10 | ||
Goldman Sachs Dynamic Municipal Ini | 1.92B | -0.99 | 2.41 | 2.63 | ||
Goldman Sachs US Eq Div and Prem In | 1.57B | 0.10 | 12.06 | 10.38 |
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