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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 | 18.107 |
Price to Book | 3.103 | 3.018 |
Price to Sales | 2.305 | 2.223 |
Price to Cash Flow | 13.804 | 12.107 |
Dividend Yield | 1.746 | 2.045 |
5 Years Earnings Growth | 11.353 | 10.414 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.030 | 23.557 |
Financial Services | 17.260 | 16.893 |
Healthcare | 12.480 | 13.093 |
Consumer Cyclical | 12.070 | 10.567 |
Communication Services | 9.050 | 7.900 |
Industrials | 7.360 | 11.625 |
Consumer Defensive | 5.370 | 7.484 |
Real Estate | 3.420 | 2.761 |
Basic Materials | 2.690 | 3.981 |
Utilities | 0.250 | 2.552 |
Energy | 0.030 | 3.529 |
Number of long holdings: 4,204
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.29 | 209.28 | +0.44% | |
NVIDIA | US67066G1040 | 4.96 | 111.01 | +4.30% | |
Microsoft | US5949181045 | 4.83 | 391.85 | +1.17% | |
Amazon.com | US0231351067 | 2.96 | 188.99 | +1.31% | |
Meta Platforms | US30303M1027 | 1.93 | 547.27 | +2.65% | |
Alphabet A | US02079K3059 | 1.52 | 161.96 | +1.68% | |
Tesla | US88160R1014 | 1.47 | 284.95 | +9.80% | |
Alphabet C | US02079K1079 | 1.29 | 163.85 | +1.47% | |
Broadcom | US11135F1012 | 1.13 | 192.31 | +2.21% | |
JPMorgan | US46625H1005 | 1.10 | 243.55 | -0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 13.6B | -0.04 | 1.91 | 4.93 | ||
SRI Global Stock Fund Pound SterliA | 6.09B | -6.38 | 6.95 | 10.17 | ||
SRI Global Stock Fund Pound Sterlin | 6.09B | -6.38 | 6.95 | 10.17 | ||
US Equity Index Common Contractual | 2.4B | -9.34 | 8.44 | 13.62 | ||
US Opportunities Inv GBP | 1.07B | -8.63 | 5.38 | 11.56 |
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