
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.43 | 1.44 | 0.01 |
Shares | 98.57 | 98.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.09 | 20.22 |
Price to Book | 3.51 | 3.92 |
Price to Sales | 2.21 | 2.60 |
Price to Cash Flow | 15.10 | 13.92 |
Dividend Yield | 1.65 | 1.56 |
5 Years Earnings Growth | 10.61 | 11.10 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.09 | 27.94 |
Financial Services | 14.88 | 14.99 |
Healthcare | 14.83 | 12.52 |
Consumer Cyclical | 9.60 | 10.43 |
Industrials | 7.71 | 9.56 |
Communication Services | 7.62 | 8.49 |
Consumer Defensive | 6.71 | 6.26 |
Real Estate | 3.76 | 2.31 |
Utilities | 1.40 | 2.75 |
Basic Materials | 1.39 | 2.37 |
Number of long holdings: 56
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.43 | 433.35 | +0.01% | |
Alphabet A | US02079K3059 | 5.20 | 151.38 | -7.26% | |
NVIDIA | US67066G1040 | 5.10 | 117.06 | +3.10% | |
Apple | US0378331005 | 3.08 | 196.25 | -1.14% | |
Oracle | US68389X1054 | 2.68 | 149.37 | +1.13% | |
Visa A | US92826C8394 | 2.61 | 349.85 | +0.62% | |
JPMorgan | US46625H1005 | 2.32 | 249.39 | +0.06% | |
Walt Disney | US2546871060 | 2.31 | 102.09 | +10.76% | |
P&G | US7427181091 | 2.25 | 159.29 | +0.03% | |
Xylem | US98419M1009 | 2.20 | 121.09 | +0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Pax Global Environmental Mrkts Inst | 1.86B | -1.71 | 3.16 | 7.89 | ||
Pax Balanced Individual Investor | 1.27B | -2.09 | 2.02 | 6.22 | ||
Pax MSCI International ESG Idx Inst | 1.29B | 7.47 | 6.39 | 5.38 | ||
Pax Balanced Institutional | 926.18M | -2.00 | 2.28 | 6.50 | ||
Pax Ellevate Global Womens Index Fu | 530.08M | -3.03 | 3.86 | 7.74 |
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