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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.17 | 1.88 | 0.71 |
Shares | 98.59 | 98.59 | 0.00 |
Bonds | 0.13 | 0.13 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 30.98 | 27.95 |
Price to Book | 7.51 | 6.66 |
Price to Sales | 4.42 | 4.16 |
Price to Cash Flow | 20.53 | 18.49 |
Dividend Yield | 0.47 | 0.71 |
5 Years Earnings Growth | 16.76 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 42.22 | 38.71 |
Healthcare | 15.61 | 12.87 |
Consumer Cyclical | 11.56 | 14.19 |
Communication Services | 10.18 | 11.04 |
Financial Services | 8.61 | 9.29 |
Industrials | 5.95 | 7.18 |
Consumer Defensive | 2.78 | 3.85 |
Real Estate | 2.54 | 1.69 |
Energy | 0.45 | 1.87 |
Basic Materials | 0.09 | 1.90 |
Utilities | 0.02 | 1.04 |
Number of long holdings: 469
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.29 | - | - | |
NVIDIA Corp | - | 6.64 | - | - | |
Amazon.com Inc | - | 6.26 | - | - | |
Apple Inc | - | 4.15 | - | - | |
Mastercard Inc Class A | - | 3.39 | - | - | |
Intuit Inc | - | 3.31 | - | - | |
Alphabet Inc Class A | - | 3.16 | - | - | |
Intuitive Surgical Inc | - | 2.84 | - | - | |
Meta Platforms Inc Class A | - | 2.63 | - | - | |
ServiceNow Inc | - | 2.52 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 11.77B | 10.97 | 9.12 | 12.70 | ||
Principal Equity Income Inst | 6.98B | 8.00 | 6.91 | 9.65 | ||
Principal Large Cap S&P 500 Index I | 4.97B | 10.52 | 11.29 | 12.76 | ||
Principal Preferred Securities Inst | 4.26B | 3.75 | 0.54 | 4.28 | ||
Principal Real Estate Securities In | 3.28B | -1.80 | 2.81 | 7.41 |
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