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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.30 | 1.56 | 1.26 |
Shares | 99.69 | 99.69 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.33 | 20.17 |
Price to Book | 4.23 | 3.87 |
Price to Sales | 2.86 | 2.57 |
Price to Cash Flow | 14.45 | 13.63 |
Dividend Yield | 1.48 | 1.58 |
5 Years Earnings Growth | 9.19 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.91 | 28.02 |
Financial Services | 13.93 | 14.98 |
Consumer Cyclical | 10.83 | 10.35 |
Healthcare | 9.62 | 12.33 |
Communication Services | 9.62 | 8.50 |
Industrials | 7.86 | 9.77 |
Consumer Defensive | 5.89 | 6.35 |
Energy | 3.00 | 3.79 |
Utilities | 2.49 | 2.70 |
Real Estate | 2.14 | 2.31 |
Basic Materials | 1.72 | 2.39 |
Number of long holdings: 508
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.69 | 498.74 | +0.26% | |
NVIDIA | US67066G1040 | 6.47 | 158.66 | +2.35% | |
Apple | US0378331005 | 5.90 | 201.75 | +0.37% | |
Amazon.com | US0231351067 | 3.78 | 219.62 | +1.15% | |
Meta Platforms | US30303M1027 | 2.77 | 730.06 | +0.55% | |
Broadcom | US11135F1012 | 2.22 | 271.75 | +0.58% | |
Alphabet A | US02079K3059 | 1.96 | 173.79 | +0.15% | |
Tesla | US88160R1014 | 1.90 | 324.57 | -0.37% | |
Berkshire Hathaway B | US0846707026 | 1.81 | 488.16 | +0.64% | |
Alphabet C | US02079K1079 | 1.60 | 174.74 | +0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.85B | 2.85 | 14.18 | 11.98 | ||
Principal Equity Income Inst | 7.09B | 1.85 | 7.86 | 9.39 | ||
Principal Large Cap S&P 500 Index I | 6.41B | 1.02 | 14.22 | 12.67 | ||
Principal Preferred Securities Inst | 3.68B | 2.19 | 5.27 | 4.17 | ||
Principal Real Estate Securities In | 3.65B | 2.81 | 2.28 | 6.62 |
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