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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.94 | 0.94 | 0.00 |
Shares | 99.06 | 99.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.23 | 19.70 |
Price to Book | 4.01 | 3.71 |
Price to Sales | 2.57 | 2.37 |
Price to Cash Flow | 14.44 | 13.61 |
Dividend Yield | 1.49 | 1.61 |
5 Years Earnings Growth | 11.99 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.78 | 26.50 |
Healthcare | 12.57 | 13.70 |
Financial Services | 12.50 | 14.24 |
Consumer Cyclical | 10.82 | 10.25 |
Communication Services | 8.90 | 8.19 |
Industrials | 8.23 | 10.18 |
Consumer Defensive | 5.96 | 6.51 |
Energy | 3.70 | 4.45 |
Real Estate | 2.30 | 2.36 |
Utilities | 2.13 | 2.42 |
Basic Materials | 2.10 | 2.75 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.02 | 430.16 | +0.74% | |
Apple | US0378331005 | 6.04 | 189.98 | +1.66% | |
NVIDIA | US67066G1040 | 4.46 | 1,064.69 | +2.57% | |
Amazon.com | US0231351067 | 3.68 | 180.75 | -0.17% | |
Meta Platforms | US30303M1027 | 2.49 | 478.22 | +2.67% | |
Alphabet A | US02079K3059 | 1.87 | 174.99 | +0.83% | |
Berkshire Hathaway B | US0846707026 | 1.70 | 407.41 | +0.38% | |
Alphabet C | US02079K1079 | 1.59 | 176.33 | +0.73% | |
Eli Lilly | US5324571083 | 1.37 | 807.43 | -0.13% | |
Broadcom | US11135F1012 | 1.30 | 1,407.84 | +1.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index K | 5.82B | 6.04 | 8.02 | - | ||
State Street Hedged Intl Dev Eq Idx | 3.54B | 9.16 | 10.85 | - | ||
State Street Equity 500 Index II | 2.02B | 6.04 | 8.00 | - | ||
State Street Global Eq ex-US Index | 1.58B | 2.02 | -0.04 | - | ||
SSgA S&P 500 Index N | 1.46B | 5.98 | 7.91 | 12.27 |
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