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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.920 | 99.920 | 0.000 |
Other | 0.080 | 0.080 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.495 | 18.741 |
Price to Book | 3.103 | 3.072 |
Price to Sales | 2.305 | 2.284 |
Price to Cash Flow | 13.804 | 12.188 |
Dividend Yield | 1.746 | 2.038 |
5 Years Earnings Growth | 11.353 | 9.709 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.030 | 24.539 |
Financial Services | 17.260 | 16.878 |
Healthcare | 12.480 | 12.057 |
Consumer Cyclical | 12.070 | 10.309 |
Communication Services | 9.050 | 8.148 |
Industrials | 7.360 | 12.127 |
Consumer Defensive | 5.370 | 7.282 |
Real Estate | 3.420 | 2.760 |
Basic Materials | 2.690 | 3.933 |
Utilities | 0.250 | 2.533 |
Energy | 0.030 | 3.331 |
Number of long holdings: 4,204
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.29 | 229.31 | +0.95% | |
NVIDIA | US67066G1040 | 4.96 | 181.77 | +1.09% | |
Microsoft | US5949181045 | 4.83 | 502.04 | -0.44% | |
Amazon.com | US0231351067 | 2.96 | 228.71 | +0.34% | |
Meta Platforms | US30303M1027 | 1.93 | 754.10 | +0.11% | |
Alphabet A | US02079K3059 | 1.52 | 207.14 | -0.65% | |
Tesla | US88160R1014 | 1.47 | 351.67 | +1.46% | |
Alphabet C | US02079K1079 | 1.29 | 207.95 | -0.58% | |
Broadcom | US11135F1012 | 1.13 | 298.01 | +1.28% | |
JPMorgan | US46625H1005 | 1.10 | 298.57 | +1.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 15.91B | 11.15 | 7.20 | 7.29 | ||
SRI Global Stock Fund Pound SterliA | 7.04B | 3.88 | 11.91 | 11.67 | ||
SRI Global Stock Fund Pound Sterlin | 7.04B | 3.89 | 11.91 | 11.67 | ||
US Equity Index Common Contractual | 2.81B | -3.83 | 14.81 | 14.91 | ||
US Opportunities Inv GBP | 1.25B | 1.35 | 9.96 | 13.15 |
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