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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.79 | 0.79 | 0.00 |
Shares | 99.13 | 99.13 | 0.00 |
Bonds | 0.08 | 0.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.66 | 19.75 |
Price to Book | 4.54 | 3.71 |
Price to Sales | 2.42 | 2.37 |
Price to Cash Flow | 14.58 | 13.66 |
Dividend Yield | 1.26 | 1.60 |
5 Years Earnings Growth | 12.01 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.96 | 26.53 |
Financial Services | 13.81 | 14.26 |
Healthcare | 12.61 | 13.70 |
Consumer Cyclical | 11.10 | 10.26 |
Industrials | 10.61 | 10.16 |
Communication Services | 8.57 | 8.18 |
Energy | 4.32 | 4.44 |
Consumer Defensive | 4.11 | 6.51 |
Basic Materials | 3.00 | 2.74 |
Utilities | 2.61 | 2.41 |
Real Estate | 2.29 | 2.37 |
Number of long holdings: 98
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.35 | - | - | |
Apple Inc | - | 4.57 | - | - | |
NVIDIA Corp | - | 4.08 | - | - | |
Alphabet Inc Class A | - | 3.33 | - | - | |
Amazon.com Inc | - | 3.27 | - | - | |
Broadcom Inc | - | 2.86 | - | - | |
JPMorgan Chase & Co | - | 2.61 | - | - | |
Visa Inc Class A | - | 2.45 | - | - | |
Meta Platforms Inc Class A | - | 2.37 | - | - | |
Merck & Co Inc | - | 1.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.19B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.2B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.15B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.32B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.39B | 4.61 | 5.62 | 8.97 |
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