
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.48 | 0.49 | 0.01 |
Shares | 99.52 | 99.52 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.98 | 21.23 |
Price to Book | 4.34 | 4.02 |
Price to Sales | 2.68 | 2.73 |
Price to Cash Flow | 15.01 | 14.14 |
Dividend Yield | 1.53 | 1.51 |
5 Years Earnings Growth | 10.53 | 10.74 |
Name | Net % | Category Average |
---|---|---|
Technology | 37.28 | 29.34 |
Financial Services | 16.57 | 14.83 |
Healthcare | 13.56 | 11.47 |
Industrials | 10.94 | 9.82 |
Consumer Cyclical | 8.60 | 10.36 |
Communication Services | 4.69 | 8.90 |
Real Estate | 2.91 | 2.18 |
Utilities | 1.97 | 2.59 |
Basic Materials | 1.95 | 2.38 |
Consumer Defensive | 1.52 | 5.92 |
Number of long holdings: 134
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.42 | 179.83 | -0.11% | |
Microsoft | US5949181045 | 6.37 | 513.43 | -0.03% | |
Apple | US0378331005 | 5.28 | 249.34 | +0.63% | |
Broadcom | US11135F1012 | 3.87 | 351.33 | +2.09% | |
Amazon.com | US0231351067 | 3.14 | 215.57 | -0.38% | |
Mastercard | US57636Q1040 | 2.38 | 562.81 | -0.90% | |
Visa A | US92826C8394 | 2.37 | 345.69 | -0.77% | |
Eli Lilly | US5324571083 | 2.08 | 826.57 | +1.75% | |
Oracle | US68389X1054 | 2.03 | 303.62 | +1.55% | |
Alphabet A | US02079K3059 | 1.82 | 251.03 | +2.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 1.84B | 15.70 | 18.03 | 10.68 | ||
Pax MSCI International ESG Idx Inst | 1.42B | 23.36 | 22.17 | 7.86 | ||
Pax Balanced Individual Investor | 1.35B | 10.06 | 12.34 | 8.06 | ||
Pax Balanced Institutional | 1.02B | 10.25 | 12.61 | 8.33 | ||
Pax Large Cap Fund Institutional | 925.52M | 13.34 | 18.53 | - |
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