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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 | 15.69 |
Price to Book | 2.76 | 2.49 |
Price to Sales | 2.20 | 1.70 |
Price to Cash Flow | 11.65 | 10.55 |
Dividend Yield | 2.33 | 2.51 |
5 Years Earnings Growth | 9.11 | 9.59 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.22 | 21.18 |
Healthcare | 15.36 | 15.59 |
Industrials | 14.16 | 11.69 |
Technology | 9.30 | 12.43 |
Consumer Defensive | 7.80 | 8.50 |
Energy | 7.28 | 7.73 |
Consumer Cyclical | 5.45 | 6.75 |
Utilities | 4.94 | 5.29 |
Communication Services | 4.67 | 5.55 |
Basic Materials | 4.58 | 3.40 |
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 | 253.08 | -0.15% | |
Chubb | CH0044328745 | 2.86 | 289.88 | +0.31% | |
Costco | US22160K1051 | 2.83 | 1,008.09 | +0.04% | |
Morgan Stanley | US6174464486 | 2.81 | 121.70 | -0.15% | |
KKR & Co | US48251W1045 | 2.76 | 118.08 | -0.55% | |
UnitedHealth | US91324P1021 | 2.50 | 380.64 | -1.27% | |
T-Mobile US | US8725901040 | 2.46 | 243.81 | -1.49% | |
Parker-Hannifin | US7010941042 | 2.42 | 647.59 | +0.95% | |
PNC Financial | US6934751057 | 2.39 | 166.44 | -0.17% | |
Deere&Company | US2441991054 | 2.39 | 492.60 | +0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.23B | -0.94 | 12.51 | 11.67 | ||
Principal Large Cap S&P 500 Index I | 6.04B | -4.98 | 11.98 | 12.12 | ||
Principal Preferred Securities Inst | 3.78B | 0.68 | 4.48 | 3.98 | ||
Principal Real Estate Securities In | 3.58B | 2.63 | 0.24 | 6.58 | ||
Principal Large Cap Value III Inst | 3.42B | -3.42 | 7.13 | 8.48 |
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