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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.42 | 0.42 | 0.00 |
Shares | 99.57 | 99.57 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 25.13 | 20.92 |
Price to Book | 5.03 | 3.99 |
Price to Sales | 3.02 | 2.67 |
Price to Cash Flow | 13.76 | 14.02 |
Dividend Yield | 1.19 | 1.54 |
5 Years Earnings Growth | 9.84 | 10.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.69 | 29.03 |
Financial Services | 14.26 | 14.91 |
Consumer Cyclical | 11.29 | 10.29 |
Healthcare | 9.12 | 11.65 |
Communication Services | 8.80 | 8.74 |
Industrials | 7.86 | 9.86 |
Energy | 4.59 | 3.66 |
Consumer Defensive | 3.64 | 6.12 |
Basic Materials | 2.79 | 2.37 |
Utilities | 2.54 | 2.62 |
Real Estate | 2.42 | 2.23 |
Number of long holdings: 100
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.87 | 522.04 | +0.23% | |
NVIDIA | US67066G1040 | 6.47 | 182.70 | +1.07% | |
Apple | US0378331005 | 4.37 | 229.35 | +4.24% | |
Amazon.com | US0231351067 | 3.54 | 222.69 | -0.20% | |
Alphabet A | US02079K3059 | 3.37 | 201.42 | +2.49% | |
JPMorgan | US46625H1005 | 3.28 | 288.76 | +0.63% | |
Meta Platforms | US30303M1027 | 3.23 | 769.30 | +0.98% | |
Visa A | US92826C8394 | 2.81 | 336.78 | +1.41% | |
Broadcom | US11135F1012 | 2.71 | 304.97 | +0.40% | |
McKesson | US58155Q1031 | 1.51 | 668.58 | +0.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.11B | 6.75 | 14.93 | 12.33 | ||
Principal Equity Income Inst | 7.12B | 6.61 | 10.35 | 10.03 | ||
Principal Large Cap S&P 500 Index I | 6.6B | 8.51 | 16.92 | 13.47 | ||
Principal Preferred Securities Inst | 3.72B | 4.48 | 5.91 | 4.38 | ||
Principal Real Estate Securities In | 3.55B | 1.02 | 1.21 | 6.28 |
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