
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.93 | 99.93 | 0.00 |
Bonds | 0.10 | 0.10 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.80 | 21.21 |
Price to Book | 4.43 | 4.02 |
Price to Sales | 3.10 | 2.72 |
Price to Cash Flow | 14.80 | 14.15 |
Dividend Yield | 1.38 | 1.51 |
5 Years Earnings Growth | 10.22 | 10.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.73 | 29.39 |
Financial Services | 13.57 | 14.82 |
Consumer Cyclical | 10.70 | 10.34 |
Communication Services | 10.01 | 8.86 |
Healthcare | 9.08 | 11.45 |
Industrials | 7.66 | 9.84 |
Consumer Defensive | 5.20 | 5.94 |
Energy | 3.03 | 3.65 |
Utilities | 2.36 | 2.60 |
Real Estate | 2.00 | 2.19 |
Basic Materials | 1.68 | 2.37 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.60 | 187.62 | -0.67% | |
Microsoft | US5949181045 | 6.74 | 517.35 | +0.31% | |
Apple | US0378331005 | 6.20 | 258.02 | +0.35% | |
Amazon.com | US0231351067 | 3.87 | 219.51 | -1.30% | |
Meta Platforms | US30303M1027 | 2.87 | 710.56 | -2.27% | |
Broadcom | US11135F1012 | 2.50 | 338.37 | +0.06% | |
Alphabet A | US02079K3059 | 2.22 | 245.35 | -0.14% | |
Alphabet C | US02079K1079 | 1.79 | 246.45 | +0.01% | |
Tesla | US88160R1014 | 1.67 | 429.83 | -1.42% | |
Berkshire Hathaway B | US0846707026 | 1.65 | 498.75 | +0.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.43B | 7.49 | 16.73 | 13.01 | ||
Principal Equity Income Inst | 7.29B | 10.43 | 12.84 | 11.17 | ||
Principal Preferred Securities Inst | 3.72B | 5.34 | 6.78 | 4.49 | ||
Principal Real Estate Securities In | 3.6B | 3.72 | 4.08 | 7.21 | ||
Principal Capital Appreciation Inst | 3.73B | 8.12 | 19.53 | 14.52 |
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