
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.60 | 1.60 | 0.00 |
Shares | 98.40 | 98.40 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.55 | 21.06 |
Price to Book | 4.47 | 4.01 |
Price to Sales | 3.04 | 2.70 |
Price to Cash Flow | 15.36 | 14.11 |
Dividend Yield | 1.38 | 1.53 |
5 Years Earnings Growth | 9.82 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.30 | 29.26 |
Financial Services | 13.37 | 14.85 |
Consumer Cyclical | 10.55 | 10.31 |
Communication Services | 9.87 | 8.78 |
Healthcare | 8.80 | 11.50 |
Industrials | 7.83 | 9.88 |
Consumer Defensive | 5.23 | 6.04 |
Energy | 3.00 | 3.66 |
Utilities | 2.45 | 2.62 |
Real Estate | 1.99 | 2.22 |
Basic Materials | 1.62 | 2.36 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.82 | 174.16 | -3.34% | |
Microsoft | US5949181045 | 7.15 | 506.92 | -0.53% | |
Apple | US0378331005 | 5.59 | 232.14 | -0.18% | |
Amazon.com | US0231351067 | 3.98 | 229.05 | -1.10% | |
Meta Platforms | US30303M1027 | 3.02 | 738.85 | -1.63% | |
Broadcom | US11135F1012 | 2.49 | 297.47 | -3.62% | |
Alphabet A | US02079K3059 | 2.01 | 213.00 | +0.64% | |
Alphabet C | US02079K1079 | 1.63 | 213.63 | +0.59% | |
Future on E-mini S&P 500 Futures | - | 1.58 | - | - | |
Berkshire Hathaway B | US0846707026 | 1.56 | 502.88 | +0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index K | 11.92B | 8.54 | 17.06 | 13.58 | ||
State Street Hedged Intl Dev Eq Idx | 3.93B | 10.24 | 14.73 | 8.55 | ||
State Street Global Eq ex-US Index | 3.59B | 17.59 | 12.23 | 6.11 | ||
SSgA S&P 500 Index N | 1.6B | 8.46 | 16.92 | 13.52 | ||
State Street Global Equity ex-US In | 1.36B | 17.60 | 12.25 | 6.16 |
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