
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.03 | 2.03 | 0.00 |
Shares | 97.97 | 97.97 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.33 | 20.37 |
Price to Book | 4.24 | 3.89 |
Price to Sales | 2.85 | 2.59 |
Price to Cash Flow | 14.46 | 13.71 |
Dividend Yield | 1.48 | 1.57 |
5 Years Earnings Growth | 9.18 | 10.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.95 | 28.23 |
Financial Services | 13.90 | 14.99 |
Consumer Cyclical | 10.83 | 10.35 |
Communication Services | 9.62 | 8.57 |
Healthcare | 9.61 | 12.11 |
Industrials | 7.84 | 9.84 |
Consumer Defensive | 5.90 | 6.30 |
Energy | 3.00 | 3.74 |
Utilities | 2.49 | 2.69 |
Real Estate | 2.14 | 2.30 |
Basic Materials | 1.72 | 2.38 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.55 | 510.04 | -0.32% | |
NVIDIA | US67066G1040 | 6.34 | 172.41 | -0.34% | |
Apple | US0378331005 | 5.78 | 211.18 | +0.55% | |
Amazon.com | US0231351067 | 3.71 | 226.13 | +1.00% | |
Meta Platforms | US30303M1027 | 2.72 | 704.28 | +0.41% | |
Broadcom | US11135F1012 | 2.17 | 283.34 | -1.09% | |
Future on E-mini S&P 500 Futures | - | 1.96 | - | - | |
Alphabet A | US02079K3059 | 1.91 | 185.04 | +0.80% | |
Tesla | US88160R1014 | 1.85 | 329.55 | +3.17% | |
Berkshire Hathaway B | US0846707026 | 1.77 | 473.92 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index K | 11.32B | 6.17 | 19.66 | 13.56 | ||
State Street Hedged Intl Dev Eq Idx | 3.8B | 9.19 | 16.53 | 8.81 | ||
State Street Global Eq ex-US Index | 3.4B | 18.39 | 13.97 | 6.15 | ||
SSgA S&P 500 Index N | 1.55B | 6.09 | 19.52 | 13.50 | ||
State Street Global Equity ex-US In | 1.36B | 18.40 | 13.99 | 6.19 |
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