
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.48 | 0.65 | 0.17 |
Shares | 99.52 | 99.52 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.63 | 19.98 |
Price to Book | 3.82 | 3.87 |
Price to Sales | 2.51 | 2.56 |
Price to Cash Flow | 14.52 | 13.67 |
Dividend Yield | 1.40 | 1.58 |
5 Years Earnings Growth | 13.50 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.64 | 27.75 |
Financial Services | 14.44 | 15.01 |
Healthcare | 13.66 | 12.65 |
Consumer Cyclical | 9.83 | 10.32 |
Communication Services | 7.91 | 8.43 |
Consumer Defensive | 6.64 | 6.33 |
Industrials | 6.29 | 9.60 |
Energy | 3.77 | 3.94 |
Basic Materials | 2.16 | 2.38 |
Utilities | 2.09 | 2.79 |
Real Estate | 1.58 | 2.32 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.07 | 450.18 | -1.03% | |
Apple | US0378331005 | 6.39 | 195.27 | -3.02% | |
NVIDIA | US67066G1040 | 6.12 | 131.29 | -1.16% | |
Amazon.com | US0231351067 | 5.00 | 200.99 | -1.04% | |
Alphabet A | US02079K3059 | 3.11 | 168.47 | -1.40% | |
Philip Morris | US7181721090 | 2.93 | 178.19 | +1.69% | |
Meta Platforms | US30303M1027 | 2.81 | 627.06 | -1.49% | |
JPMorgan | US46625H1005 | 2.49 | 260.71 | +0.02% | |
Fiserv | US3377381088 | 2.08 | 159.34 | -1.24% | |
McDonald’s | US5801351017 | 2.00 | 314.57 | +0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.04B | -4.81 | 10.71 | 10.41 | ||
Oppenheimer Developing Markets Y | 7.72B | 2.55 | 2.99 | 2.05 | ||
Oppenheimer Global A | 5.81B | -4.93 | 10.55 | 8.24 | ||
Oppenheimer Developing Markets I | 4.84B | 2.63 | 3.15 | 2.22 | ||
Oppenheimer Capital Appreciation A | 4.92B | -10.49 | 12.21 | 11.49 |
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