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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.25 | 0.25 | 0.00 |
Shares | 99.75 | 99.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.80 | 21.22 |
Price to Book | 4.43 | 4.03 |
Price to Sales | 3.10 | 2.73 |
Price to Cash Flow | 14.80 | 14.14 |
Dividend Yield | 1.38 | 1.50 |
5 Years Earnings Growth | 10.22 | 10.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.72 | 29.42 |
Financial Services | 13.57 | 14.77 |
Consumer Cyclical | 10.70 | 10.40 |
Communication Services | 10.01 | 8.98 |
Healthcare | 9.07 | 11.46 |
Industrials | 7.66 | 9.76 |
Consumer Defensive | 5.20 | 5.87 |
Energy | 3.03 | 3.64 |
Utilities | 2.36 | 2.58 |
Real Estate | 2.00 | 2.18 |
Basic Materials | 1.68 | 2.39 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.72 | 183.22 | +0.78% | |
Microsoft | US5949181045 | 6.85 | 513.58 | +0.39% | |
Apple | US0378331005 | 6.30 | 252.29 | +1.96% | |
Amazon.com | US0231351067 | 3.93 | 213.04 | -0.67% | |
Meta Platforms | US30303M1027 | 2.92 | 716.92 | +0.68% | |
Broadcom | US11135F1012 | 2.54 | 349.33 | -1.36% | |
Alphabet A | US02079K3059 | 2.25 | 253.30 | +0.73% | |
Alphabet C | US02079K1079 | 1.82 | 253.79 | +0.76% | |
Tesla | US88160R1014 | 1.70 | 439.31 | +2.46% | |
Berkshire Hathaway B | US0846707026 | 1.68 | 492.42 | +0.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 37.39B | 10.60 | 16.04 | 11.57 | ||
T. Rowe Price Blue Chip Growth | 34.32B | 16.39 | 32.25 | 16.51 | ||
T. Rowe Price Capital AppreciationI | 32.33B | 10.72 | 16.18 | - | ||
T. Rowe Price Blue Chip Growth I | 31.56B | 16.51 | 32.42 | - | ||
T. Rowe Price Instl Large Cap Growt | 23.16B | 15.59 | 30.25 | 17.70 |
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