
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.96 | 0.96 | 0.00 |
Shares | 99.04 | 99.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.52 | 21.21 |
Price to Book | 3.56 | 4.02 |
Price to Sales | 1.85 | 2.72 |
Price to Cash Flow | 12.47 | 14.15 |
Dividend Yield | 1.70 | 1.51 |
5 Years Earnings Growth | 9.07 | 10.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.88 | 29.39 |
Financial Services | 15.57 | 14.82 |
Consumer Cyclical | 10.89 | 10.34 |
Healthcare | 10.53 | 11.45 |
Communication Services | 10.48 | 8.86 |
Industrials | 10.34 | 9.84 |
Consumer Defensive | 6.58 | 5.94 |
Energy | 2.97 | 3.65 |
Basic Materials | 2.72 | 2.37 |
Utilities | 1.66 | 2.60 |
Real Estate | 1.38 | 2.19 |
Number of long holdings: 302
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.76 | 524.72 | +0.14% | |
Apple | US0378331005 | 3.38 | 257.80 | +0.51% | |
NVIDIA | US67066G1040 | 2.87 | 188.14 | +1.68% | |
Alphabet A | US02079K3059 | 2.29 | 244.24 | -0.62% | |
Meta Platforms | US30303M1027 | 2.26 | 715.41 | +0.33% | |
Alphabet C | US02079K1079 | 2.21 | 245.38 | -0.71% | |
J&J | US4781601046 | 1.92 | 189.45 | +0.29% | |
Moody’s | US6153691059 | 1.71 | 491.92 | +0.71% | |
Mastercard | US57636Q1040 | 1.63 | 581.53 | +0.29% | |
Amazon.com | US0231351067 | 1.58 | 224.64 | +1.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SEI World Equity Ex-US A (SIIT) | 8.66B | 20.12 | 16.43 | 7.87 | ||
SEI S&P 500 Index A (SIIT) | 4.53B | 10.73 | 19.44 | 14.53 | ||
SEI International Equity F (SIT) | 3.3B | 26.04 | 19.43 | 7.68 | ||
SEI Dynamic Asset Allocation A (SII | 1.93B | 13.53 | 18.99 | 14.32 | ||
SEI Large Cap Index A (SIIT) | 1.84B | 10.67 | 19.22 | 14.27 |
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