
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.77 | 0.86 | 0.09 |
Shares | 99.23 | 99.23 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.56 | 19.98 |
Price to Book | 3.05 | 3.86 |
Price to Sales | 1.58 | 2.56 |
Price to Cash Flow | 11.19 | 13.66 |
Dividend Yield | 1.73 | 1.58 |
5 Years Earnings Growth | 10.44 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.86 | 27.78 |
Financial Services | 13.49 | 15.01 |
Healthcare | 12.76 | 12.64 |
Industrials | 11.26 | 9.62 |
Consumer Cyclical | 10.47 | 10.32 |
Communication Services | 8.80 | 8.44 |
Consumer Defensive | 5.69 | 6.33 |
Energy | 3.42 | 3.91 |
Utilities | 2.73 | 2.78 |
Basic Materials | 2.66 | 2.38 |
Real Estate | 1.84 | 2.32 |
Number of long holdings: 312
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.36 | 461.97 | +0.35% | |
Apple | US0378331005 | 3.93 | 201.70 | +0.42% | |
NVIDIA | US67066G1040 | 2.98 | 137.38 | +1.67% | |
Meta Platforms | US30303M1027 | 2.43 | 670.90 | +3.62% | |
Amazon.com | US0231351067 | 2.01 | 206.65 | +0.80% | |
Visa A | US92826C8394 | 1.77 | 365.32 | +0.04% | |
J&J | US4781601046 | 1.52 | 155.40 | +0.12% | |
Broadcom | US11135F1012 | 1.51 | 248.71 | +2.74% | |
Alphabet C | US02079K1079 | 1.19 | 170.37 | -1.43% | |
Eli Lilly | US5324571083 | 1.18 | 747.12 | +1.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.41B | 9.02 | 9.00 | 5.54 | ||
SEI S&P 500 Index A (SIIT) | 4.19B | -4.91 | 12.11 | 12.27 | ||
SEI Tax-Managed Large Cap F (SIMT) | 3.42B | -3.19 | 8.31 | 9.52 | ||
SEI International Equity F (SIT) | 3.18B | 13.11 | 11.63 | 5.80 | ||
SEI Global Managed Volatility A (SI | 2.09B | 6.87 | 10.08 | - |
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