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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.68 | 2.68 | 0.00 |
Shares | 96.78 | 96.78 | 0.00 |
Bonds | 0.52 | 0.52 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.41 | 19.97 |
Price to Book | 1.69 | 3.18 |
Price to Sales | 1.18 | 2.62 |
Price to Cash Flow | 8.46 | 13.45 |
Dividend Yield | 2.92 | 1.93 |
5 Years Earnings Growth | 9.56 | 10.88 |
Name | Net % | Category Average |
---|---|---|
Industrials | 20.04 | 19.01 |
Healthcare | 14.03 | 11.61 |
Financial Services | 13.70 | 16.42 |
Consumer Cyclical | 13.10 | 13.72 |
Technology | 12.47 | 18.94 |
Consumer Defensive | 7.45 | 6.92 |
Basic Materials | 6.65 | 6.37 |
Communication Services | 5.56 | 5.89 |
Energy | 4.93 | 2.28 |
Utilities | 1.07 | 1.61 |
Real Estate | 1.00 | 1.06 |
Number of long holdings: 905
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schwab Emerging Markets Equity | US8085247067 | 2.24 | 29.60 | +0.68% | |
Msci Eafe Jun25 Ifus 20250620 | - | 1.80 | - | - | |
Novartis | CH0012005267 | 1.28 | 97.08 | +0.42% | |
Shell | GB00BP6MXD84 | 1.12 | 29.89 | 0.00% | |
Novo Nordisk B | DK0062498333 | 1.11 | 490.4 | +2.87% | |
Roche Holding Participation | CH0012032048 | 1.06 | 268.20 | +0.19% | |
Samsung Electronics Co | KR7005930003 | 0.91 | 59,250 | -0.92% | |
Nestle | CH0038863350 | 0.90 | 86.70 | -0.49% | |
Sanofi | FR0000120578 | 0.89 | 87.47 | -1.06% | |
ASML Holding | NL0010273215 | 0.86 | 680.10 | +1.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Laudus US Large Cap Growth | 2.16B | -8.82 | 14.02 | 13.01 | ||
Laudus Mondrian Emerging Markets In | 20.64M | 5.60 | 1.09 | 1.55 |
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