
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.72 | 1.77 | 0.05 |
Shares | 98.27 | 98.27 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.11 | 15.74 |
Price to Book | 2.89 | 2.50 |
Price to Sales | 2.30 | 1.71 |
Price to Cash Flow | 12.10 | 10.61 |
Dividend Yield | 2.23 | 2.51 |
5 Years Earnings Growth | 9.46 | 9.47 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.12 | 21.37 |
Industrials | 14.94 | 11.78 |
Healthcare | 14.60 | 15.26 |
Technology | 9.60 | 12.77 |
Consumer Defensive | 7.79 | 8.33 |
Energy | 6.94 | 7.55 |
Consumer Cyclical | 5.80 | 6.79 |
Utilities | 4.87 | 5.25 |
Basic Materials | 4.65 | 3.40 |
Communication Services | 4.44 | 5.59 |
Real Estate | 4.26 | 3.50 |
Number of long holdings: 62
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Morgan Stanley | US6174464486 | 3.02 | 109.18 | +1.22% | |
JPMorgan | US46625H1005 | 3.02 | 231.96 | +1.02% | |
Costco | US22160K1051 | 3.00 | 994.50 | +2.76% | |
Parker-Hannifin | US7010941042 | 2.67 | 561.00 | +0.28% | |
PNC Financial | US6934751057 | 2.58 | 152.33 | +0.52% | |
Chubb | CH0044328745 | 2.58 | 285.59 | +0.18% | |
Deere&Company | US2441991054 | 2.54 | 452.07 | -0.08% | |
KKR & Co | US48251W1045 | 2.50 | 103.37 | +1.29% | |
Cummins | US2310211063 | 2.43 | 281.81 | +0.45% | |
PACCAR | US6937181088 | 2.38 | 88.17 | +1.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.02B | -0.40 | 9.34 | 11.64 | ||
Principal Large Cap S&P 500 Index I | 5.65B | -4.31 | 8.88 | 12.31 | ||
Principal Preferred Securities Inst | 3.82B | 1.34 | 3.67 | 4.07 | ||
Principal Real Estate Securities In | 3.49B | 3.60 | -0.78 | 6.04 | ||
Principal Large Cap Value III Inst | 3.24B | -0.21 | 6.23 | 8.95 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review