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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.94 | 2.94 | 0.00 |
Shares | 97.06 | 102.39 | 5.33 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.48 | 20.12 |
Price to Book | 3.46 | 3.77 |
Price to Sales | 1.74 | 2.43 |
Price to Cash Flow | 12.85 | 13.75 |
Dividend Yield | 1.33 | 1.60 |
5 Years Earnings Growth | 12.35 | 11.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.62 | 27.60 |
Consumer Cyclical | 12.10 | 10.06 |
Financial Services | 11.90 | 14.00 |
Healthcare | 11.83 | 13.48 |
Industrials | 9.25 | 9.86 |
Communication Services | 8.48 | 8.30 |
Consumer Defensive | 4.54 | 6.34 |
Energy | 3.88 | 4.32 |
Utilities | 2.39 | 2.55 |
Basic Materials | 2.13 | 2.65 |
Real Estate | 0.89 | 2.35 |
Number of long holdings: 444
Number of short holdings: 106
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.48 | 401.70 | -1.64% | |
Apple | US0378331005 | 6.75 | 220.82 | -0.70% | |
NVIDIA | US67066G1040 | 4.72 | 102.83 | -4.09% | |
Amazon.com | US0231351067 | 3.85 | 171.39 | -3.65% | |
Alphabet A | US02079K3059 | 3.54 | 150.92 | -4.02% | |
Mastercard | US57636Q1040 | 1.54 | 476.12 | -0.26% | |
Meta Platforms | US30303M1027 | 1.42 | 500.27 | -3.21% | |
UnitedHealth | US91324P1021 | 1.20 | 596.88 | +0.23% | |
Eli Lilly | US5324571083 | 0.79 | 902.71 | -1.10% | |
Alphabet C | US02079K1079 | 0.78 | 152.13 | -4.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.21B | 17.53 | 7.29 | 11.14 | ||
Russell Tax Exempt Bond S | 3.83B | 1.89 | -0.00 | 2.31 | ||
Russell Tax-Managed International E | 2.63B | 8.94 | 0.61 | - | ||
Russell Tax-Managed US Mid & Sm Cap | 1.18B | 8.38 | 0.92 | 7.40 | ||
Russell Global Equity S | 858.62M | 15.75 | 6.94 | 9.61 |
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