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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.40 | 1.61 | 0.21 |
Shares | 98.60 | 98.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.06 | 15.33 |
Price to Book | 2.76 | 2.47 |
Price to Sales | 2.30 | 1.68 |
Price to Cash Flow | 12.37 | 10.49 |
Dividend Yield | 2.28 | 2.53 |
5 Years Earnings Growth | 7.79 | 9.58 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.97 | 20.30 |
Healthcare | 15.16 | 15.47 |
Industrials | 15.00 | 11.79 |
Technology | 9.77 | 12.67 |
Consumer Defensive | 7.57 | 8.60 |
Energy | 6.85 | 7.87 |
Consumer Cyclical | 5.89 | 6.68 |
Utilities | 4.98 | 5.36 |
Communication Services | 4.47 | 5.39 |
Basic Materials | 4.42 | 3.74 |
Real Estate | 3.94 | 3.76 |
Number of long holdings: 64
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Parker-Hannifin | US7010941042 | 3.13 | 702.90 | +0.43% | |
Morgan Stanley | US6174464486 | 2.89 | 131.61 | +0.30% | |
KKR & Co | US48251W1045 | 2.85 | 162.87 | +1.77% | |
JPMorgan | US46625H1005 | 2.83 | 249.72 | -0.03% | |
Costco | US22160K1051 | 2.78 | 971.88 | +1.07% | |
PNC Financial | US6934751057 | 2.70 | 214.72 | -0.13% | |
Chubb | CH0044328745 | 2.56 | 288.73 | -0.55% | |
Trane Technologies | IE00BK9ZQ967 | 2.53 | 416.22 | +0.03% | |
PACCAR | US6937181088 | 2.43 | 117.00 | +0.71% | |
Hilton Worldwide | US43300A2033 | 2.42 | 253.44 | +1.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.15B | 18.77 | 5.53 | 12.65 | ||
Principal Equity Income Inst | 7.75B | 16.28 | 6.02 | 9.73 | ||
Principal Large Cap S&P 500 Index I | 6.34B | 20.82 | 8.89 | 12.81 | ||
Principal Preferred Securities Inst | 4.38B | 9.49 | 1.29 | 4.30 | ||
Principal Real Estate Securities In | 3.96B | 9.90 | -0.07 | 7.08 |
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