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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.06 | 1.06 | 0.00 |
Shares | 98.93 | 99.34 | 0.41 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.87 | 20.17 |
Price to Book | 4.60 | 3.87 |
Price to Sales | 3.59 | 2.57 |
Price to Cash Flow | 15.24 | 13.63 |
Dividend Yield | 1.29 | 1.58 |
5 Years Earnings Growth | 8.91 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.13 | 28.02 |
Financial Services | 13.76 | 14.98 |
Communication Services | 10.04 | 8.50 |
Consumer Cyclical | 9.34 | 10.35 |
Healthcare | 8.98 | 12.33 |
Industrials | 8.56 | 9.77 |
Consumer Defensive | 4.71 | 6.35 |
Utilities | 2.67 | 2.70 |
Basic Materials | 2.50 | 2.39 |
Energy | 2.49 | 3.79 |
Real Estate | 1.81 | 2.31 |
Number of long holdings: 94
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.18 | 498.84 | +1.58% | |
NVIDIA | US67066G1040 | 7.88 | 159.34 | +1.33% | |
Apple | US0378331005 | 5.19 | 213.55 | +0.52% | |
Amazon.com | US0231351067 | 4.70 | 223.41 | +1.59% | |
Alphabet A | US02079K3059 | 4.09 | 179.53 | +0.50% | |
Meta Platforms | US30303M1027 | 3.85 | 719.01 | +0.76% | |
Broadcom | US11135F1012 | 3.10 | 275.18 | +1.96% | |
JPMorgan | US46625H1005 | 2.09 | 296.00 | +1.37% | |
Visa A | US92826C8394 | 2.00 | 358.86 | +1.31% | |
Home Depot | US4370761029 | 1.81 | 371.68 | -0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index II | 18.04B | 1.03 | 14.36 | 12.81 | ||
State Street Equity 500 Index K | 10.6B | 1.03 | 14.36 | 12.77 | ||
State Street Hedged Intl Dev Eq Idx | 3.81B | 8.77 | 14.01 | 8.23 | ||
State Street Global Eq ex-US Index | 3.32B | 14.22 | 9.18 | 5.47 | ||
SSgA S&P 500 Index N | 1.5B | 0.97 | 14.24 | 12.72 |
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