
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 | 18.894 |
Price to Book | 3.103 | 3.087 |
Price to Sales | 2.305 | 2.305 |
Price to Cash Flow | 13.804 | 12.230 |
Dividend Yield | 1.746 | 2.015 |
5 Years Earnings Growth | 11.353 | 9.802 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.030 | 24.579 |
Financial Services | 17.260 | 16.898 |
Healthcare | 12.480 | 12.033 |
Consumer Cyclical | 12.070 | 10.331 |
Communication Services | 9.050 | 8.241 |
Industrials | 7.360 | 12.105 |
Consumer Defensive | 5.370 | 7.198 |
Real Estate | 3.420 | 2.796 |
Basic Materials | 2.690 | 3.933 |
Utilities | 0.250 | 2.501 |
Energy | 0.030 | 3.304 |
Number of long holdings: 4,204
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.29 | 258.02 | +0.35% | |
NVIDIA | US67066G1040 | 4.96 | 187.62 | -0.67% | |
Microsoft | US5949181045 | 4.83 | 517.35 | +0.31% | |
Amazon.com | US0231351067 | 2.96 | 219.51 | -1.30% | |
Meta Platforms | US30303M1027 | 1.93 | 710.56 | -2.27% | |
Alphabet A | US02079K3059 | 1.52 | 245.35 | -0.14% | |
Tesla | US88160R1014 | 1.47 | 429.83 | -1.42% | |
Alphabet C | US02079K1079 | 1.29 | 246.45 | +0.01% | |
Broadcom | US11135F1012 | 1.13 | 338.37 | +0.06% | |
JPMorgan | US46625H1005 | 1.10 | 310.03 | +0.81% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 17.47B | 11.15 | 7.20 | 7.29 | ||
SRI Global Stock Fund Pound SterliA | 7.37B | 3.88 | 11.91 | 11.67 | ||
SRI Global Stock Fund Pound Sterlin | 7.37B | 3.89 | 11.91 | 11.67 | ||
US Equity Index Common Contractual | 2.94B | 2.33 | 13.23 | 15.88 | ||
US Opportunities Inv GBP | 1.35B | 1.35 | 9.96 | 13.15 |
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