
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.42 | 1.42 | 0.00 |
Shares | 98.58 | 98.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.16 | 20.92 |
Price to Book | 4.23 | 3.99 |
Price to Sales | 2.76 | 2.67 |
Price to Cash Flow | 15.63 | 14.02 |
Dividend Yield | 1.68 | 1.54 |
5 Years Earnings Growth | 9.62 | 10.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.82 | 29.03 |
Financial Services | 17.14 | 14.91 |
Industrials | 11.63 | 9.86 |
Healthcare | 10.10 | 11.65 |
Consumer Defensive | 7.88 | 6.12 |
Communication Services | 7.52 | 8.74 |
Consumer Cyclical | 5.58 | 10.29 |
Real Estate | 3.35 | 2.23 |
Energy | 3.32 | 3.66 |
Utilities | 2.75 | 2.62 |
Basic Materials | 0.91 | 2.37 |
Number of long holdings: 74
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.77 | 522.00 | -0.01% | |
NVIDIA | US67066G1040 | 5.03 | 182.09 | -0.34% | |
Apple | US0378331005 | 4.26 | 227.23 | -0.81% | |
Alphabet A | US02079K3059 | 3.85 | 201.00 | -0.21% | |
Broadcom | US11135F1012 | 3.06 | 303.93 | -0.34% | |
JPMorgan | US46625H1005 | 3.06 | 289.56 | +0.28% | |
Meta Platforms | US30303M1027 | 2.54 | 765.79 | -0.46% | |
Walmart | US9311421039 | 2.21 | 103.95 | +0.21% | |
Visa A | US92826C8394 | 2.13 | 335.90 | -0.26% | |
P&G | US7427181091 | 1.97 | 155.05 | +1.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oppenheimer Main Street A | 9.81B | 9.30 | 16.30 | 11.60 | ||
Oppenheimer Global A | 6.08B | 7.23 | 14.80 | 9.15 | ||
Oppenheimer Developing Markets Y | 5.3B | 10.97 | 6.29 | 3.71 | ||
Oppenheimer Capital Appreciation A | 5.46B | 8.70 | 19.97 | 13.22 | ||
Oppenheimer Developing Markets I | 4.06B | 11.09 | 6.46 | 3.87 |
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