
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.240 | 9.240 | 0.000 |
Shares | 90.760 | 90.760 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.547 | 21.215 |
Price to Book | 3.144 | 3.845 |
Price to Sales | 2.513 | 2.998 |
Price to Cash Flow | 12.618 | 14.381 |
Dividend Yield | 1.505 | 1.379 |
5 Years Earnings Growth | 14.262 | 11.734 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.660 | 25.783 |
Financial Services | 20.330 | 15.297 |
Industrials | 10.460 | 12.388 |
Consumer Cyclical | 10.420 | 12.051 |
Healthcare | 9.810 | 14.331 |
Communication Services | 7.030 | 6.954 |
Consumer Defensive | 5.370 | 6.550 |
Energy | 4.040 | 3.369 |
Basic Materials | 3.530 | 3.985 |
Utilities | 1.690 | 3.138 |
Real Estate | 1.660 | 2.156 |
Number of long holdings: 192
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.79 | 495.94 | -0.30% | |
NVIDIA | US67066G1040 | 2.72 | 157.75 | +1.76% | |
Apple | US0378331005 | 2.70 | 201.08 | +0.04% | |
Amazon.com | US0231351067 | 2.61 | 223.30 | +2.85% | |
Meta Platforms | US30303M1027 | 1.96 | 733.63 | +1.04% | |
Alphabet C | US02079K1079 | 1.63 | 178.27 | +2.20% | |
Eli Lilly | US5324571083 | 1.42 | 775.45 | -2.47% | |
Bank of America | US0605051046 | 1.21 | 47.12 | -0.72% | |
Netflix | US64110L1061 | 1.06 | 1,323.12 | +1.26% | |
Kotak Mahindra Bank | INE237A01028 | 0.99 | 2,162.00 | -2.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual Wholesale Industrial Fund | 1.04B | 5.40 | 13.17 | 7.30 | ||
Perpetual W Share Plus L S | 912.95M | 0.56 | 6.95 | 8.05 | ||
Perpetual Wholesale Ethical SRI Fun | 610.05M | 5.86 | 9.94 | 7.88 | ||
AU60PER00498 | 449.46M | 2.49 | 5.39 | 6.37 | ||
Perpetual WFI Perpetual Int Shr | 202.79M | 5.12 | 13.44 | 10.07 |
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