
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.35 | 0.61 | 0.26 |
Shares | 99.65 | 99.65 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.30 | 20.22 |
Price to Book | 4.16 | 3.92 |
Price to Sales | 2.91 | 2.60 |
Price to Cash Flow | 15.45 | 13.92 |
Dividend Yield | 1.32 | 1.56 |
5 Years Earnings Growth | 14.06 | 11.10 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.36 | 27.94 |
Financial Services | 14.73 | 14.99 |
Healthcare | 12.05 | 12.52 |
Consumer Cyclical | 10.07 | 10.43 |
Communication Services | 9.00 | 8.49 |
Consumer Defensive | 6.51 | 6.26 |
Industrials | 6.00 | 9.56 |
Energy | 3.43 | 3.90 |
Basic Materials | 2.27 | 2.37 |
Utilities | 1.95 | 2.75 |
Real Estate | 1.62 | 2.31 |
Number of long holdings: 73
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.83 | 433.31 | -0.66% | |
NVIDIA | US67066G1040 | 6.64 | 113.54 | -0.25% | |
Apple | US0378331005 | 5.94 | 198.51 | -0.19% | |
Amazon.com | US0231351067 | 5.17 | 185.01 | -0.72% | |
Meta Platforms | US30303M1027 | 3.65 | 587.31 | -2.00% | |
Alphabet A | US02079K3059 | 3.17 | 163.23 | -0.60% | |
Philip Morris | US7181721090 | 2.65 | 174.08 | +0.51% | |
JPMorgan | US46625H1005 | 2.59 | 249.25 | -1.31% | |
Walmart | US9311421039 | 2.21 | 98.55 | -0.79% | |
Broadcom | US11135F1012 | 2.06 | 200.09 | -0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 8.82B | -4.38 | 7.35 | 10.52 | ||
Oppenheimer Developing Markets Y | 7.65B | 2.44 | 0.15 | 2.47 | ||
Oppenheimer Global A | 5.67B | -5.63 | 5.97 | 8.24 | ||
Oppenheimer Developing Markets I | 4.91B | 2.50 | 0.30 | 2.64 | ||
Oppenheimer Capital Appreciation A | 4.68B | -12.24 | 6.78 | 11.19 |
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