
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.27 | 2.35 | 1.08 |
Shares | 98.58 | 98.58 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 32.21 | 29.37 |
Price to Book | 8.26 | 7.45 |
Price to Sales | 4.82 | 4.93 |
Price to Cash Flow | 21.44 | 18.78 |
Dividend Yield | 0.50 | 0.71 |
5 Years Earnings Growth | 17.04 | 12.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 45.53 | 40.76 |
Healthcare | 13.77 | 9.99 |
Consumer Cyclical | 10.84 | 14.09 |
Communication Services | 9.49 | 12.77 |
Financial Services | 8.96 | 9.63 |
Industrials | 6.78 | 7.14 |
Consumer Defensive | 2.80 | 3.48 |
Real Estate | 1.27 | 1.43 |
Energy | 0.36 | 1.28 |
Basic Materials | 0.14 | 1.59 |
Utilities | 0.06 | 1.24 |
Number of long holdings: 422
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.00 | 506.69 | -0.58% | |
NVIDIA | US67066G1040 | 7.99 | 174.18 | -3.32% | |
Apple | US0378331005 | 6.17 | 232.14 | -0.18% | |
Amazon.com | US0231351067 | 5.91 | 229.00 | -1.12% | |
Mastercard | US57636Q1040 | 3.26 | 595.29 | +0.81% | |
Alphabet A | US02079K3059 | 3.09 | 212.91 | +0.60% | |
Meta Platforms | US30303M1027 | 2.86 | 738.70 | -1.65% | |
Intuit | US4612021034 | 2.77 | 667.00 | -0.18% | |
Intuitive Surgical | US46120E6023 | 2.65 | 473.30 | -0.11% | |
ServiceNow Inc | US81762P1021 | 2.45 | 917.46 | -1.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.57B | 6.75 | 14.93 | 12.33 | ||
Principal Equity Income Inst | 7.3B | 6.61 | 10.35 | 10.03 | ||
Principal Large Cap S&P 500 Index I | 6.75B | 8.51 | 16.92 | 13.47 | ||
Principal Preferred Securities Inst | 3.71B | 4.48 | 5.91 | 4.38 | ||
Principal Capital Appreciation Inst | 3.61B | 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