
Please try another search
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 | 17.36 |
Price to Book | 2.25 | 2.42 |
Price to Sales | 1.38 | 1.54 |
Price to Cash Flow | 10.25 | 10.61 |
Dividend Yield | 1.64 | 1.50 |
5 Years Earnings Growth | 11.65 | 11.43 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.42 | 18.96 |
Financial Services | 16.16 | 16.71 |
Consumer Cyclical | 13.98 | 12.82 |
Technology | 12.11 | 15.87 |
Healthcare | 10.05 | 10.03 |
Real Estate | 7.70 | 7.10 |
Energy | 5.37 | 4.78 |
Basic Materials | 5.23 | 4.68 |
Consumer Defensive | 4.30 | 4.61 |
Utilities | 2.37 | 4.19 |
Communication Services | 1.31 | 2.92 |
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 | 98.53 | -0.73% | |
Texas Pacific | US88262P1021 | 0.75 | 1,037.7 | -0.87% | |
EMCOR | US29084Q1004 | 0.71 | 556.86 | +0.48% | |
Carlisle | US1423391002 | 0.67 | 414.71 | +0.49% | |
Lennox | US5261071071 | 0.66 | 615.25 | -0.26% | |
Expand Energy | US1651677353 | 0.60 | 109.58 | +3.80% | |
Williams-Sonoma | US9699041011 | 0.59 | 170.46 | -2.49% | |
United Therapeutics | US91307C1027 | 0.57 | 297.68 | +0.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.24B | 5.77 | 18.67 | 12.47 | ||
Principal Equity Income Inst | 7.23B | 5.65 | 12.42 | 10.06 | ||
Principal Large Cap S&P 500 Index I | 6.53B | 6.15 | 19.51 | 13.45 | ||
Principal Preferred Securities Inst | 3.72B | 3.65 | 7.18 | 4.41 | ||
Principal Real Estate Securities In | 3.58B | 2.67 | 4.72 | 7.08 |
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