
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.020 | 100.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.932 | 28.986 |
Price to Book | 6.079 | 7.375 |
Price to Sales | 5.219 | 4.847 |
Price to Cash Flow | 21.977 | 18.522 |
Dividend Yield | 0.577 | 0.718 |
5 Years Earnings Growth | 10.186 | 12.703 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.790 | 40.255 |
Financial Services | 23.420 | 9.744 |
Consumer Cyclical | 18.640 | 14.178 |
Industrials | 8.680 | 7.101 |
Communication Services | 8.560 | 12.882 |
Healthcare | 7.590 | 10.143 |
Basic Materials | 3.470 | 1.633 |
Real Estate | 1.830 | 1.421 |
Consumer Defensive | 1.020 | 3.539 |
Number of long holdings: 43
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 14.12 | 522.00 | -0.01% | |
Amazon.com | US0231351067 | 11.18 | 221.37 | -0.59% | |
Brookfield | CA11271J1075 | 5.07 | 64.40 | -0.48% | |
Transdigm | US8936411003 | 4.98 | 1,409.55 | +1.42% | |
Mastercard | US57636Q1040 | 4.46 | 573.59 | -0.13% | |
Visa A | US92826C8394 | 4.39 | 335.90 | -0.26% | |
Netflix | US64110L1061 | 4.02 | 1,218.31 | +0.55% | |
Cadence Design | US1273871087 | 3.26 | 348.93 | -0.89% | |
Broadcom | US11135F1012 | 3.08 | 303.93 | -0.34% | |
Hilton Worldwide | US43300A2033 | 3.06 | 261.10 | -0.46% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.12B | 6.75 | 14.93 | 12.33 | ||
Principal Equity Income Inst | 7.16B | 6.61 | 10.35 | 10.03 | ||
Principal Large Cap S&P 500 Index I | 6.66B | 8.51 | 16.92 | 13.47 | ||
Principal Preferred Securities Inst | 3.71B | 4.48 | 5.91 | 4.38 | ||
Principal Capital Appreciation Inst | 3.58B | 6.13 | 17.44 | 13.54 |
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