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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.45 | 1.45 | 0.00 |
Shares | 98.51 | 98.51 | 0.00 |
Bonds | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.29 | 15.72 |
Price to Book | 2.76 | 2.50 |
Price to Sales | 2.20 | 1.70 |
Price to Cash Flow | 11.65 | 10.58 |
Dividend Yield | 2.33 | 2.51 |
5 Years Earnings Growth | 9.11 | 9.54 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.22 | 21.28 |
Healthcare | 15.36 | 15.41 |
Industrials | 14.16 | 11.75 |
Technology | 9.30 | 12.61 |
Consumer Defensive | 7.80 | 8.40 |
Energy | 7.28 | 7.62 |
Consumer Cyclical | 5.45 | 6.78 |
Utilities | 4.94 | 5.26 |
Communication Services | 4.67 | 5.56 |
Basic Materials | 4.58 | 3.41 |
Real Estate | 4.23 | 3.51 |
Number of long holdings: 62
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 2.88 | 244.62 | +0.58% | |
Chubb | CH0044328745 | 2.86 | 284.95 | +0.98% | |
Costco | US22160K1051 | 2.83 | 991.70 | +1.34% | |
Morgan Stanley | US6174464486 | 2.81 | 116.21 | +0.33% | |
KKR & Co | US48251W1045 | 2.76 | 114.35 | +0.37% | |
UnitedHealth | US91324P1021 | 2.50 | 409.23 | -2.56% | |
T-Mobile US | US8725901040 | 2.46 | 241.59 | +2.04% | |
Parker-Hannifin | US7010941042 | 2.42 | 602.74 | +0.95% | |
PNC Financial | US6934751057 | 2.39 | 160.60 | +0.60% | |
Deere&Company | US2441991054 | 2.39 | 460.64 | +0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.58B | -0.40 | 9.34 | 11.64 | ||
Principal Equity Income Inst | 6.61B | 0.64 | 6.30 | 9.43 | ||
Principal Large Cap S&P 500 Index I | 5.96B | -4.31 | 8.88 | 12.31 | ||
Principal Preferred Securities Inst | 3.86B | 1.34 | 3.67 | 4.07 | ||
Principal Real Estate Securities In | 3.56B | 3.60 | -0.78 | 6.04 |
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