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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.160 | 1.160 | 0.000 |
Shares | 98.790 | 98.790 | 0.000 |
Bonds | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.574 | 16.078 |
Price to Book | 2.821 | 2.503 |
Price to Sales | 2.340 | 1.724 |
Price to Cash Flow | 11.781 | 10.493 |
Dividend Yield | 2.220 | 2.492 |
5 Years Earnings Growth | 7.657 | 9.271 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.730 | 21.447 |
Industrials | 13.980 | 11.933 |
Healthcare | 11.400 | 14.629 |
Technology | 10.950 | 13.182 |
Consumer Defensive | 7.590 | 8.209 |
Consumer Cyclical | 7.370 | 7.085 |
Communication Services | 7.100 | 5.866 |
Energy | 6.050 | 7.397 |
Utilities | 4.850 | 5.213 |
Basic Materials | 4.250 | 3.381 |
Real Estate | 3.730 | 3.380 |
Number of long holdings: 63
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KKR & Co | US48251W1045 | 3.33 | 140.09 | -0.27% | |
JPMorgan | US46625H1005 | 3.28 | 301.07 | +0.60% | |
Morgan Stanley | US6174464486 | 3.10 | 150.18 | +0.54% | |
Costco | US22160K1051 | 2.67 | 944.96 | -0.48% | |
Trane Technologies | IE00BK9ZQ967 | 2.59 | 424.50 | +0.07% | |
Parker-Hannifin | US7010941042 | 2.47 | 766.84 | -0.16% | |
PNC Financial | US6934751057 | 2.45 | 205.62 | -0.20% | |
Bank of America | US0605051046 | 2.45 | 50.49 | +0.22% | |
Hilton Worldwide | US43300A2033 | 2.44 | 276.30 | -0.04% | |
DR Horton | US23331A1097 | 2.39 | 168.91 | +0.84% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 16.54B | 6.75 | 14.93 | 12.33 | ||
Principal Equity Income Inst | 7.31B | 6.61 | 10.35 | 10.03 | ||
Principal Large Cap S&P 500 Index I | 6.78B | 8.51 | 16.92 | 13.47 | ||
Principal Preferred Securities Inst | 3.71B | 4.48 | 5.91 | 4.38 | ||
Principal Capital Appreciation Inst | 3.62B | 6.13 | 17.44 | 13.54 |
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