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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.17 | 2.27 | 1.10 |
Shares | 98.63 | 98.63 | 0.00 |
Bonds | 0.08 | 0.08 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.63 | 27.09 |
Price to Book | 8.22 | 6.97 |
Price to Sales | 4.90 | 4.58 |
Price to Cash Flow | 21.35 | 17.91 |
Dividend Yield | 0.49 | 0.71 |
5 Years Earnings Growth | 16.42 | 13.19 |
Name | Net % | Category Average |
---|---|---|
Technology | 45.54 | 39.25 |
Healthcare | 12.92 | 10.97 |
Consumer Cyclical | 11.44 | 14.25 |
Communication Services | 10.63 | 12.69 |
Financial Services | 8.74 | 9.99 |
Industrials | 6.56 | 6.99 |
Consumer Defensive | 2.42 | 3.62 |
Real Estate | 1.17 | 1.51 |
Energy | 0.35 | 1.41 |
Basic Materials | 0.14 | 1.67 |
Utilities | 0.07 | 1.16 |
Number of long holdings: 419
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.91 | 470.38 | +0.58% | |
NVIDIA | US67066G1040 | 8.89 | 141.69 | +1.21% | |
Apple | US0378331005 | 6.19 | 203.92 | +1.64% | |
Amazon.com | US0231351067 | 6.16 | 213.55 | +2.71% | |
Mastercard | US57636Q1040 | 3.28 | 590.12 | +0.80% | |
Alphabet A | US02079K3059 | 3.25 | 173.65 | +3.23% | |
Meta Platforms | US30303M1027 | 3.15 | 697.70 | +1.91% | |
Intuit | US4612021034 | 2.62 | 771.55 | +0.64% | |
Intuitive Surgical | US46120E6023 | 2.54 | 557.04 | -0.18% | |
ServiceNow Inc | US81762P1021 | 2.40 | 1,030.21 | +1.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 15.5B | -0.94 | 12.51 | 11.67 | ||
Principal Equity Income Inst | 6.89B | -2.37 | 7.32 | 9.01 | ||
Principal Large Cap S&P 500 Index I | 6.34B | -4.98 | 11.98 | 12.12 | ||
Principal Preferred Securities Inst | 3.81B | 0.68 | 4.48 | 3.98 | ||
Principal Real Estate Securities In | 3.62B | 2.63 | 0.24 | 6.58 |
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