
Please try another search
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 | 18.390 |
Price to Book | 3.103 | 3.026 |
Price to Sales | 2.305 | 2.250 |
Price to Cash Flow | 13.804 | 12.011 |
Dividend Yield | 1.746 | 2.062 |
5 Years Earnings Growth | 11.353 | 9.721 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.030 | 23.940 |
Financial Services | 17.260 | 17.019 |
Healthcare | 12.480 | 12.361 |
Consumer Cyclical | 12.070 | 10.485 |
Communication Services | 9.050 | 8.061 |
Industrials | 7.360 | 12.056 |
Consumer Defensive | 5.370 | 7.449 |
Real Estate | 3.420 | 2.795 |
Basic Materials | 2.690 | 3.953 |
Utilities | 0.250 | 2.526 |
Energy | 0.030 | 3.355 |
Number of long holdings: 4,204
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.29 | 211.16 | -0.59% | |
NVIDIA | US67066G1040 | 4.96 | 164.92 | +0.50% | |
Microsoft | US5949181045 | 4.83 | 503.32 | +0.37% | |
Amazon.com | US0231351067 | 2.96 | 225.02 | +1.24% | |
Meta Platforms | US30303M1027 | 1.93 | 717.51 | -1.34% | |
Alphabet A | US02079K3059 | 1.52 | 180.19 | +1.45% | |
Tesla | US88160R1014 | 1.47 | 313.51 | +1.17% | |
Alphabet C | US02079K1079 | 1.29 | 181.31 | +1.46% | |
Broadcom | US11135F1012 | 1.13 | 274.38 | -0.37% | |
JPMorgan | US46625H1005 | 1.10 | 286.86 | -0.46% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 15.62B | 0.85 | 2.52 | 4.97 | ||
SRI Global Stock Fund Pound SterliA | 6.79B | -3.70 | 10.09 | 10.48 | ||
SRI Global Stock Fund Pound Sterlin | 6.79B | -3.69 | 10.09 | 10.48 | ||
US Equity Index Common Contractual | 2.72B | -7.04 | 11.49 | 13.95 | ||
US Opportunities Inv GBP | 1.23B | -3.31 | 11.12 | 12.85 |
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