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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.190 | 100.190 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.109 | 27.463 |
Price to Book | 5.850 | 7.017 |
Price to Sales | 4.934 | 4.607 |
Price to Cash Flow | 21.049 | 17.947 |
Dividend Yield | 0.619 | 0.722 |
5 Years Earnings Growth | 10.073 | 12.847 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.030 | 39.225 |
Financial Services | 24.790 | 10.015 |
Consumer Cyclical | 18.200 | 14.290 |
Industrials | 8.780 | 7.051 |
Communication Services | 7.980 | 12.759 |
Healthcare | 7.780 | 10.779 |
Basic Materials | 3.580 | 1.678 |
Real Estate | 1.750 | 1.473 |
Consumer Defensive | 1.110 | 3.657 |
Number of long holdings: 44
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 13.43 | 492.21 | -1.05% | |
Amazon.com | US0231351067 | 10.71 | 219.02 | -0.17% | |
Transdigm | US8936411003 | 5.00 | 1,493.26 | -1.80% | |
Brookfield | CA11271J1075 | 4.94 | 61.88 | +0.05% | |
Mastercard | US57636Q1040 | 4.82 | 561.68 | -0.05% | |
Visa A | US92826C8394 | 4.67 | 354.39 | -0.19% | |
Netflix | US64110L1061 | 4.13 | 1,285.99 | -3.97% | |
Progressive | US7433151039 | 3.76 | 262.29 | -1.71% | |
Cadence Design | US1273871087 | 3.17 | 309.20 | +0.34% | |
Hilton Worldwide | US43300A2033 | 2.97 | 269.89 | +1.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.94B | 2.85 | 14.18 | 11.98 | ||
Principal Equity Income Inst | 7.11B | 1.85 | 7.86 | 9.39 | ||
Principal Large Cap S&P 500 Index I | 6.44B | 1.02 | 14.22 | 12.67 | ||
Principal Preferred Securities Inst | 3.68B | 2.19 | 5.27 | 4.17 | ||
Principal Real Estate Securities In | 3.56B | 2.81 | 2.28 | 6.62 |
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