
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.59 | 2.59 | 0.00 |
Shares | 97.41 | 97.41 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.35 | 28.30 |
Price to Book | 8.27 | 7.27 |
Price to Sales | 5.18 | 4.79 |
Price to Cash Flow | 18.29 | 18.80 |
Dividend Yield | 0.47 | 0.69 |
5 Years Earnings Growth | 11.72 | 13.83 |
Name | Net % | Category Average |
---|---|---|
Technology | 49.78 | 39.77 |
Consumer Cyclical | 15.03 | 14.53 |
Communication Services | 14.70 | 12.74 |
Healthcare | 11.46 | 10.69 |
Financial Services | 6.89 | 9.79 |
Industrials | 1.36 | 6.85 |
Basic Materials | 0.78 | 1.61 |
Number of long holdings: 56
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 11.73 | 208.37 | +1.84% | |
Microsoft | US5949181045 | 10.77 | 387.30 | +3.45% | |
NVIDIA | US67066G1040 | 9.38 | 106.43 | +3.62% | |
Amazon.com | US0231351067 | 8.13 | 186.54 | +3.29% | |
Alphabet A | US02079K3059 | 5.49 | 159.28 | +2.53% | |
Meta Platforms | US30303M1027 | 4.86 | 533.15 | +2.48% | |
Aggregate Miscellaneous Equity | - | 4.32 | - | - | |
Eli Lilly | US5324571083 | 3.29 | 859.73 | +3.65% | |
Visa A | US92826C8394 | 3.16 | 335.71 | +0.40% | |
Mastercard | US57636Q1040 | 2.42 | 535.46 | +1.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 32.98B | -0.03 | 6.70 | 10.19 | ||
T. Rowe Price Capital AppreciationI | 27.79B | 0.00 | 6.83 | - | ||
T. Rowe Price Blue Chip Growth | 26.45B | -9.15 | 8.87 | 13.14 | ||
T. Rowe Price Blue Chip Growth I | 24.5B | -9.11 | 9.01 | - | ||
T. Rowe Price Instl Large Cap Growt | 18.83B | -7.89 | 9.64 | 14.57 |
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