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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.410 | 6.410 | 0.000 |
Shares | 93.480 | 93.480 | 0.000 |
Other | 0.110 | 0.120 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.057 | 16.839 |
Price to Book | 2.308 | 2.553 |
Price to Sales | 1.694 | 1.901 |
Price to Cash Flow | 9.687 | 11.120 |
Dividend Yield | 2.093 | 2.219 |
5 Years Earnings Growth | 10.592 | 11.493 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.070 | 20.998 |
Financial Services | 16.770 | 13.363 |
Healthcare | 11.350 | 13.574 |
Communication Services | 10.890 | 6.599 |
Industrials | 10.090 | 17.090 |
Consumer Cyclical | 9.050 | 10.635 |
Consumer Defensive | 6.340 | 8.185 |
Utilities | 5.190 | 3.651 |
Real Estate | 3.680 | 4.219 |
Energy | 2.150 | 6.499 |
Basic Materials | 1.430 | 7.893 |
Number of long holdings: 319
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.15 | 199.95 | -0.23% | |
NVIDIA | US67066G1040 | 3.77 | 139.19 | +3.25% | |
Microsoft | US5949181045 | 3.09 | 458.68 | +0.29% | |
Amazon.com | US0231351067 | 1.94 | 205.70 | +0.48% | |
Alphabet A | US02079K3059 | 1.66 | 171.86 | -0.29% | |
Meta Platforms | US30303M1027 | 1.27 | 645.05 | +0.23% | |
Netflix | US64110L1061 | 1.16 | 1,184.86 | -1.96% | |
Alphabet C | US02079K1079 | 1.07 | 172.96 | -0.24% | |
Walmart | US9311421039 | 0.96 | 97.10 | -0.14% | |
AT&T | US00206R1023 | 0.89 | 27.38 | -0.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Mutual Global Equity Fund A | 39.64B | -2.51 | 17.16 | 13.50 | ||
Old Mutual Global Equity Fund B1 | 38.8B | -5.19 | 16.77 | 13.55 | ||
Old Mutual Balanced Fund R | 23.94B | 4.02 | 9.40 | 7.17 | ||
Old Mutual Balanced Fund A | 23.94B | 3.90 | 9.02 | 6.81 | ||
Old Mutual Balanced Fund B1 | 23.94B | 1.58 | 8.18 | 7.21 |
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