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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.910 | 99.910 | 0.000 |
Other | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.193 | 18.555 |
Price to Book | 3.098 | 3.049 |
Price to Sales | 2.359 | 2.263 |
Price to Cash Flow | 13.275 | 12.102 |
Dividend Yield | 1.804 | 2.053 |
5 Years Earnings Growth | 9.010 | 9.706 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.500 | 24.244 |
Financial Services | 18.280 | 16.948 |
Consumer Cyclical | 11.770 | 10.431 |
Healthcare | 11.210 | 12.194 |
Communication Services | 10.090 | 8.126 |
Industrials | 5.990 | 12.082 |
Consumer Defensive | 5.180 | 7.372 |
Real Estate | 3.250 | 2.775 |
Basic Materials | 2.460 | 3.948 |
Utilities | 0.270 | 2.504 |
Energy | 0.010 | 3.343 |
Number of long holdings: 4,032
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.49 | 179.41 | +0.65% | |
Microsoft | US5949181045 | 5.47 | 524.94 | -0.53% | |
Apple | US0378331005 | 4.49 | 213.26 | +5.10% | |
Amazon.com | US0231351067 | 3.12 | 222.36 | +4.03% | |
Meta Platforms | US30303M1027 | 2.39 | 771.99 | +1.12% | |
Broadcom | US11135F1012 | 1.89 | 301.67 | +2.98% | |
Alphabet A | US02079K3059 | 1.52 | 196.09 | +0.73% | |
Tesla | US88160R1014 | 1.33 | 319.91 | +3.62% | |
Alphabet C | US02079K1079 | 1.25 | 196.92 | +0.82% | |
JPMorgan | US46625H1005 | 1.19 | 291.35 | -0.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 15.59B | 5.22 | 5.06 | 6.02 | ||
SRI Global Stock Fund Instl Pls GBA | 6.75B | 20.17 | 7.53 | 11.80 | ||
SRI Global Stock Fund Pound SterliA | 6.75B | -0.85 | 13.10 | 11.40 | ||
US Equity Index Common Contractual | 2.74B | -3.83 | 14.81 | 14.91 | ||
US Opportunities Inv GBP | 1.18B | -3.31 | 11.12 | 12.85 |
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