Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 6.470 | 6.650 | 0.180 |
| Shares | 93.530 | 93.530 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 15.280 | 17.489 |
| Price to Book | 2.300 | 2.681 |
| Price to Sales | 1.475 | 1.995 |
| Price to Cash Flow | 10.031 | 11.326 |
| Dividend Yield | 1.791 | 2.158 |
| 5 Years Earnings Growth | 12.044 | 10.720 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 26.010 | 21.966 |
| Financial Services | 17.970 | 13.390 |
| Communication Services | 11.420 | 6.632 |
| Consumer Cyclical | 11.230 | 10.490 |
| Industrials | 10.080 | 17.806 |
| Healthcare | 9.740 | 13.117 |
| Consumer Defensive | 4.680 | 7.814 |
| Utilities | 2.910 | 3.589 |
| Basic Materials | 2.360 | 7.399 |
| Energy | 2.270 | 6.449 |
| Real Estate | 1.350 | 4.067 |
Number of long holdings: 328
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 4.69 | 180.26 | +1.37% | |
| Apple | US0378331005 | 3.85 | 277.55 | +0.21% | |
| Microsoft | US5949181045 | 3.67 | 485.50 | +1.78% | |
| Broadcom | US11135F1012 | 2.17 | 397.57 | +3.26% | |
| Amazon.com | US0231351067 | 1.93 | 229.16 | -0.22% | |
| Meta Platforms | US30303M1027 | 1.90 | 633.61 | -0.41% | |
| Alphabet C | US02079K1079 | 1.36 | 320.28 | -1.04% | |
| Netflix | US64110L1061 | 1.11 | 106.14 | +1.67% | |
| Alphabet A | US02079K3059 | 1.11 | 319.95 | -1.08% | |
| Tesla | US88160R1014 | 0.99 | 426.58 | +1.71% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Old Mutual Global Equity Fund A | 45.07B | 9.06 | 19.62 | 13.37 | ||
| Old Mutual Global Equity Fund B1 | 45.07B | -5.19 | 16.77 | 13.55 | ||
| Old Mutual Balanced Fund R | 26.03B | 17.03 | 14.29 | 8.30 | ||
| Old Mutual Balanced Fund A | 26.03B | 16.70 | 13.90 | 7.92 | ||
| Old Mutual Balanced Fund B1 | 26.03B | 11.12 | 13.00 | 8.22 |
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