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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.020 | 100.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.932 | 28.329 |
Price to Book | 6.079 | 7.203 |
Price to Sales | 5.219 | 4.723 |
Price to Cash Flow | 21.977 | 18.143 |
Dividend Yield | 0.577 | 0.723 |
5 Years Earnings Growth | 10.186 | 12.707 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.790 | 39.647 |
Financial Services | 23.420 | 9.863 |
Consumer Cyclical | 18.640 | 14.313 |
Industrials | 8.680 | 7.097 |
Communication Services | 8.560 | 12.873 |
Healthcare | 7.590 | 10.416 |
Basic Materials | 3.470 | 1.654 |
Real Estate | 1.830 | 1.436 |
Consumer Defensive | 1.020 | 3.608 |
Number of long holdings: 43
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 14.12 | 532.88 | +3.83% | |
Amazon.com | US0231351067 | 11.18 | 233.81 | +1.57% | |
Brookfield | CA11271J1075 | 5.07 | 67.13 | -0.50% | |
Transdigm | US8936411003 | 4.98 | 1,613.45 | -0.46% | |
Mastercard | US57636Q1040 | 4.46 | 572.57 | +2.41% | |
Visa A | US92826C8394 | 4.39 | 348.62 | -0.65% | |
Netflix | US64110L1061 | 4.02 | 1,171.24 | -1.09% | |
Cadence Design | US1273871087 | 3.26 | 365.45 | -1.50% | |
Broadcom | US11135F1012 | 3.08 | 294.69 | -2.62% | |
Hilton Worldwide | US43300A2033 | 3.06 | 268.61 | -1.71% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.51B | 5.77 | 18.67 | 12.47 | ||
Principal Equity Income Inst | 7.23B | 5.65 | 12.42 | 10.06 | ||
Principal Large Cap S&P 500 Index I | 6.64B | 6.15 | 19.51 | 13.45 | ||
Principal Preferred Securities Inst | 3.72B | 3.65 | 7.18 | 4.41 | ||
Principal Real Estate Securities In | 3.63B | 2.67 | 4.72 | 7.08 |
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