
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.30 | 1.30 | 0.00 |
Shares | 98.71 | 99.31 | 0.60 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.85 | 21.06 |
Price to Book | 5.01 | 4.01 |
Price to Sales | 4.02 | 2.70 |
Price to Cash Flow | 16.67 | 14.11 |
Dividend Yield | 1.18 | 1.53 |
5 Years Earnings Growth | 9.75 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 37.31 | 29.26 |
Financial Services | 13.02 | 14.85 |
Communication Services | 10.27 | 8.78 |
Consumer Cyclical | 9.20 | 10.31 |
Industrials | 8.56 | 9.88 |
Healthcare | 8.13 | 11.50 |
Consumer Defensive | 3.83 | 6.04 |
Utilities | 2.56 | 2.62 |
Real Estate | 2.46 | 2.22 |
Basic Materials | 2.35 | 2.36 |
Energy | 2.31 | 3.66 |
Number of long holdings: 97
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.31 | 174.18 | -3.32% | |
Microsoft | US5949181045 | 8.50 | 506.69 | -0.58% | |
Apple | US0378331005 | 5.09 | 232.14 | -0.18% | |
Amazon.com | US0231351067 | 4.94 | 229.00 | -1.12% | |
Meta Platforms | US30303M1027 | 4.19 | 738.70 | -1.65% | |
Alphabet A | US02079K3059 | 4.11 | 212.91 | +0.60% | |
Broadcom | US11135F1012 | 3.21 | 297.39 | -3.65% | |
JPMorgan | US46625H1005 | 2.16 | 301.42 | +0.12% | |
Visa A | US92826C8394 | 1.92 | 351.78 | +0.55% | |
Bank of America | US0605051046 | 1.72 | 50.74 | +0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index II | 20.03B | 8.54 | 17.06 | 13.61 | ||
State Street Equity 500 Index K | 11.96B | 8.54 | 17.06 | 13.58 | ||
State Street Hedged Intl Dev Eq Idx | 3.94B | 10.24 | 14.73 | 8.55 | ||
State Street Global Eq ex-US Index | 3.6B | 17.59 | 12.23 | 6.11 | ||
SSgA S&P 500 Index N | 1.61B | 8.46 | 16.92 | 13.52 |
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