Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 3.13 | 3.13 | 0.00 |
| Shares | 96.87 | 96.87 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 25.49 | 28.97 |
| Price to Book | 7.15 | 7.54 |
| Price to Sales | 3.89 | 5.12 |
| Price to Cash Flow | 17.07 | 19.37 |
| Dividend Yield | 0.88 | 0.70 |
| 5 Years Earnings Growth | 13.29 | 13.07 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 50.69 | 41.86 |
| Consumer Cyclical | 10.42 | 13.81 |
| Communication Services | 10.04 | 13.05 |
| Healthcare | 9.94 | 9.59 |
| Industrials | 8.17 | 7.08 |
| Financial Services | 4.09 | 9.18 |
| Energy | 2.49 | 1.28 |
| Consumer Defensive | 2.12 | 3.25 |
| Basic Materials | 1.52 | 1.56 |
| Utilities | 0.52 | 1.20 |
Number of long holdings: 63
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Apple | US0378331005 | 11.34 | 277.47 | +0.18% | |
| Microsoft | US5949181045 | 10.67 | 485.50 | +1.78% | |
| NVIDIA | US67066G1040 | 9.48 | 180.26 | +1.37% | |
| Alphabet C | US02079K1079 | 5.54 | 320.26 | -1.04% | |
| Amazon.com | US0231351067 | 5.29 | 229.12 | -0.24% | |
| Broadcom | US11135F1012 | 4.08 | 397.25 | +3.17% | |
| UnitedHealth | US91324P1021 | 2.67 | 329.71 | +1.05% | |
| Meta Platforms | US30303M1027 | 2.51 | 633.61 | -0.41% | |
| Applied Materials | US0382221051 | 2.02 | 249.88 | +3.06% | |
| Salesforce Inc | US79466L3024 | 1.88 | 228.15 | -2.55% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Sit MN Tax-Free Income | 377.41M | 3.53 | 5.64 | 2.12 | ||
| Sit Dividend Growth I | 212M | 22.14 | 9.68 | 11.26 | ||
| Sit Mid Cap Growth | 214.26M | 18.78 | 4.64 | 9.32 | ||
| Sit Small Cap Growth | 119.37M | 22.27 | 3.53 | 8.54 | ||
| Sit Tax-Free Income | 83.32M | 6.89 | -0.62 | 2.57 |
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