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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.530 | 8.110 | 5.580 |
Shares | 95.340 | 95.340 | 0.000 |
Other | 2.140 | 2.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.653 | 16.361 |
Price to Book | 3.137 | 2.707 |
Price to Sales | 1.896 | 2.073 |
Price to Cash Flow | 12.538 | 10.453 |
Dividend Yield | 1.823 | 2.718 |
5 Years Earnings Growth | 10.549 | 12.953 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.710 | 20.001 |
Consumer Defensive | 16.520 | 8.506 |
Healthcare | 16.420 | 13.027 |
Financial Services | 14.000 | 19.188 |
Communication Services | 11.100 | 9.062 |
Industrials | 9.890 | 13.981 |
Consumer Cyclical | 5.240 | 12.579 |
Basic Materials | 2.620 | 9.086 |
Real Estate | 1.060 | 4.474 |
Energy | 0.930 | 8.531 |
Utilities | 0.510 | 5.631 |
Number of long holdings: 571
Number of short holdings: 155
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.89 | 417.00 | +1.00% | |
Alphabet A | US02079K3059 | 2.35 | 164.76 | -1.71% | |
WisdomTree Physical Gold | JE00B1VS3770 | 2.13 | 252.35 | +1.29% | |
E-mini S&P 500 Dec14 | - | 1.79 | - | - | |
Visa A | US92826C8394 | 1.65 | 309.92 | +0.01% | |
Diageo | GB0002374006 | 1.50 | 2,398.5 | +2.06% | |
ADP | US0530151036 | 1.42 | 305.15 | +0.19% | |
Amazon.com | US0231351067 | 1.30 | 197.12 | -0.64% | |
J&J | US4781601046 | 1.21 | 155.17 | -0.21% | |
Electronic Arts | US2855121099 | 1.16 | 166.67 | -0.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BKBY5X83 | 11B | 7.32 | 2.04 | - | ||
Mercer Diversified Growth Fund M10 | 820.79M | 9.23 | 2.45 | 4.68 | ||
IE00BKBY5Z08 | 288.72M | 9.09 | 3.57 | - | ||
IE00BD6K7X62 | 431.58K | 8.33 | 2.68 | - | ||
IE00BKLFW419 | 48.58M | 7.97 | 2.31 | - |
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