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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.03 | 0.17 | 0.14 |
Shares | 99.97 | 99.97 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.89 | 20.17 |
Price to Book | 4.10 | 3.87 |
Price to Sales | 2.74 | 2.57 |
Price to Cash Flow | 14.07 | 13.63 |
Dividend Yield | 1.52 | 1.58 |
5 Years Earnings Growth | 10.33 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.99 | 28.02 |
Financial Services | 14.20 | 14.98 |
Healthcare | 11.20 | 12.33 |
Consumer Cyclical | 10.35 | 10.35 |
Communication Services | 9.33 | 8.50 |
Industrials | 7.46 | 9.77 |
Consumer Defensive | 6.04 | 6.35 |
Energy | 3.66 | 3.79 |
Utilities | 2.72 | 2.70 |
Real Estate | 2.26 | 2.31 |
Basic Materials | 1.79 | 2.39 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.00 | 201.00 | -0.28% | |
Microsoft | US5949181045 | 5.85 | 497.45 | +1.05% | |
NVIDIA | US67066G1040 | 5.57 | 155.02 | +0.46% | |
Amazon.com | US0231351067 | 3.76 | 217.12 | +2.42% | |
Meta Platforms | US30303M1027 | 2.65 | 726.09 | +2.46% | |
Berkshire Hathaway B | US0846707026 | 2.05 | 485.05 | -0.24% | |
Alphabet A | US02079K3059 | 1.89 | 173.54 | +1.68% | |
Broadcom | US11135F1012 | 1.65 | 270.17 | +2.09% | |
Alphabet C | US02079K1079 | 1.55 | 174.43 | +1.71% | |
Tesla | US88160R1014 | 1.52 | 325.78 | -0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.07B | 3.00 | 10.07 | 10.35 | ||
T. Rowe Price Blue Chip Growth | 30.72B | 1.44 | 20.70 | 14.25 | ||
T. Rowe Price Capital AppreciationI | 30.51B | 3.06 | 10.22 | - | ||
T. Rowe Price Blue Chip Growth I | 29.57B | 1.50 | 20.85 | - | ||
T. Rowe Price Instl Large Cap Growt | 21.4B | 1.12 | 20.09 | 15.40 |
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