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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.16 | 100.16 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.96 | 17.79 |
Price to Book | 2.25 | 2.47 |
Price to Sales | 1.38 | 1.57 |
Price to Cash Flow | 10.25 | 10.76 |
Dividend Yield | 1.64 | 1.47 |
5 Years Earnings Growth | 11.65 | 11.25 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.42 | 19.29 |
Financial Services | 16.16 | 16.65 |
Consumer Cyclical | 13.98 | 12.84 |
Technology | 12.11 | 16.10 |
Healthcare | 10.05 | 9.85 |
Real Estate | 7.70 | 6.99 |
Energy | 5.37 | 4.76 |
Basic Materials | 5.23 | 4.56 |
Consumer Defensive | 4.30 | 4.57 |
Utilities | 2.37 | 4.12 |
Communication Services | 1.31 | 2.89 |
Number of long holdings: 404
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
E-mini S&P MidCap 400 Future Dec 24 | - | 0.96 | - | - | |
Principal Government Money Market R-6 | - | 0.93 | - | - | |
Illumina | US4523271090 | 0.78 | 99.96 | +0.80% | |
Texas Pacific | US88262P1021 | 0.75 | 933.5 | +1.26% | |
EMCOR | US29084Q1004 | 0.71 | 620.00 | -2.09% | |
Carlisle | US1423391002 | 0.67 | 385.89 | -0.11% | |
Lennox | US5261071071 | 0.66 | 557.86 | -0.29% | |
Expand Energy | US1651677353 | 0.60 | 96.78 | -0.47% | |
Williams-Sonoma | US9699041011 | 0.59 | 188.19 | +0.07% | |
United Therapeutics | US91307C1027 | 0.57 | 304.76 | -0.81% |
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 |
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