
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.900 | 99.900 | 0.000 |
Other | 0.100 | 0.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.260 | 17.923 |
Price to Book | 2.840 | 2.974 |
Price to Sales | 2.156 | 2.202 |
Price to Cash Flow | 12.442 | 11.895 |
Dividend Yield | 1.919 | 2.070 |
5 Years Earnings Growth | 9.580 | 10.177 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.240 | 23.465 |
Financial Services | 18.460 | 16.989 |
Healthcare | 12.730 | 12.999 |
Consumer Cyclical | 11.750 | 10.494 |
Communication Services | 9.620 | 7.911 |
Industrials | 6.090 | 11.787 |
Consumer Defensive | 5.800 | 7.504 |
Real Estate | 3.500 | 2.759 |
Basic Materials | 2.510 | 3.977 |
Utilities | 0.280 | 2.556 |
Energy | 0.010 | 3.509 |
Number of long holdings: 4,030
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.14 | 195.27 | -3.02% | |
Microsoft | US5949181045 | 4.82 | 450.18 | -1.03% | |
NVIDIA | US67066G1040 | 4.18 | 131.29 | -1.16% | |
Amazon.com | US0231351067 | 2.84 | 200.99 | -1.04% | |
Meta Platforms | US30303M1027 | 1.97 | 627.06 | -1.49% | |
Alphabet A | US02079K3059 | 1.53 | 168.47 | -1.40% | |
Broadcom | US11135F1012 | 1.45 | 228.72 | -0.79% | |
Tesla | US88160R1014 | 1.29 | 339.34 | -0.50% | |
Alphabet C | US02079K1079 | 1.28 | 169.59 | -1.39% | |
Eli Lilly | US5324571083 | 1.18 | 713.71 | -0.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 14.73B | -2.27 | 1.48 | 4.28 | ||
SRI Global Stock Fund Instl Pls GBA | 6.53B | 20.17 | 7.53 | 11.80 | ||
SRI Global Stock Fund Pound Sterlin | 6.53B | -8.36 | 7.88 | 10.05 | ||
US Equity Index Common Contractual | 2.54B | -12.76 | 8.15 | 13.44 | ||
US Opportunities Inv GBP | 1.13B | -12.54 | 5.71 | 11.66 |
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