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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 | 18.741 |
Price to Book | 3.098 | 3.072 |
Price to Sales | 2.359 | 2.284 |
Price to Cash Flow | 13.275 | 12.188 |
Dividend Yield | 1.804 | 2.038 |
5 Years Earnings Growth | 9.010 | 9.709 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.500 | 24.539 |
Financial Services | 18.280 | 16.878 |
Consumer Cyclical | 11.770 | 10.309 |
Healthcare | 11.210 | 12.057 |
Communication Services | 10.090 | 8.148 |
Industrials | 5.990 | 12.127 |
Consumer Defensive | 5.180 | 7.282 |
Real Estate | 3.250 | 2.760 |
Basic Materials | 2.460 | 3.933 |
Utilities | 0.270 | 2.533 |
Energy | 0.010 | 3.331 |
Number of long holdings: 4,032
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.49 | 181.60 | -0.09% | |
Microsoft | US5949181045 | 5.47 | 506.74 | +0.94% | |
Apple | US0378331005 | 4.49 | 230.45 | +0.50% | |
Amazon.com | US0231351067 | 3.12 | 229.12 | +0.18% | |
Meta Platforms | US30303M1027 | 2.39 | 747.38 | -0.89% | |
Broadcom | US11135F1012 | 1.89 | 300.25 | +0.77% | |
Alphabet A | US02079K3059 | 1.52 | 207.45 | +0.15% | |
Tesla | US88160R1014 | 1.33 | 349.60 | -0.59% | |
Alphabet C | US02079K1079 | 1.25 | 208.17 | +0.10% | |
JPMorgan | US46625H1005 | 1.19 | 299.30 | +0.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 15.91B | 11.15 | 7.20 | 7.29 | ||
SRI Global Stock Fund Pound SterliA | 7.04B | 3.88 | 11.91 | 11.67 | ||
SRI Global Stock Fund Instl Pls GBA | 7.04B | 20.17 | 7.53 | 11.80 | ||
US Equity Index Common Contractual | 2.82B | -3.83 | 14.81 | 14.91 | ||
US Opportunities Inv GBP | 1.25B | 1.35 | 9.96 | 13.15 |
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