
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.00 | 100.00 | 0.00 |
Bonds | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.57 | 21.08 |
Price to Book | 4.47 | 4.01 |
Price to Sales | 3.04 | 2.70 |
Price to Cash Flow | 15.37 | 14.12 |
Dividend Yield | 1.38 | 1.52 |
5 Years Earnings Growth | 9.82 | 10.62 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.29 | 29.29 |
Financial Services | 13.37 | 14.85 |
Consumer Cyclical | 10.56 | 10.32 |
Communication Services | 9.86 | 8.79 |
Healthcare | 8.81 | 11.48 |
Industrials | 7.84 | 9.87 |
Consumer Defensive | 5.23 | 6.03 |
Energy | 3.00 | 3.65 |
Utilities | 2.45 | 2.62 |
Real Estate | 1.99 | 2.21 |
Basic Materials | 1.61 | 2.36 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.93 | 167.02 | -2.70% | |
Microsoft | US5949181045 | 7.25 | 495.00 | -2.55% | |
Apple | US0378331005 | 5.67 | 239.69 | -0.04% | |
Amazon.com | US0231351067 | 4.04 | 232.33 | -1.42% | |
Meta Platforms | US30303M1027 | 3.07 | 752.45 | +0.51% | |
Broadcom | US11135F1012 | 2.52 | 334.89 | +9.41% | |
Alphabet A | US02079K3059 | 2.04 | 235.00 | +1.16% | |
Alphabet C | US02079K1079 | 1.65 | 235.17 | +1.08% | |
Berkshire Hathaway B | US0846707026 | 1.58 | 499.77 | -1.41% | |
Tesla | US88160R1014 | 1.58 | 350.84 | +3.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.58B | 6.75 | 14.93 | 12.33 | ||
Principal Equity Income Inst | 7.31B | 6.61 | 10.35 | 10.03 | ||
Principal Large Cap S&P 500 Index I | 6.79B | 8.51 | 16.92 | 13.47 | ||
Principal Preferred Securities Inst | 3.73B | 4.48 | 5.91 | 4.38 | ||
Principal Capital Appreciation Inst | 3.62B | 6.13 | 17.44 | 13.54 |
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