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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.02 | 100.02 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.26 | 19.98 |
Price to Book | 3.67 | 3.86 |
Price to Sales | 2.40 | 2.55 |
Price to Cash Flow | 13.36 | 13.63 |
Dividend Yield | 1.50 | 1.58 |
5 Years Earnings Growth | 10.57 | 10.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.80 | 27.80 |
Financial Services | 14.51 | 15.00 |
Healthcare | 11.30 | 12.61 |
Consumer Cyclical | 10.48 | 10.32 |
Communication Services | 8.58 | 8.44 |
Industrials | 8.49 | 9.63 |
Consumer Defensive | 5.68 | 6.35 |
Energy | 3.74 | 3.89 |
Real Estate | 2.79 | 2.33 |
Utilities | 2.61 | 2.78 |
Basic Materials | 2.02 | 2.38 |
Number of long holdings: 1,211
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.17 | 201.45 | -1.21% | |
Microsoft | US5949181045 | 5.17 | 472.75 | +0.50% | |
NVIDIA | US67066G1040 | 4.90 | 142.63 | +0.64% | |
Amazon.com | US0231351067 | 3.33 | 216.98 | +1.60% | |
Meta Platforms | US30303M1027 | 2.34 | 694.06 | -0.52% | |
Berkshire Hathaway B | US0846707026 | 1.78 | 493.33 | -0.04% | |
Alphabet A | US02079K3059 | 1.67 | 176.09 | +1.39% | |
Broadcom | US11135F1012 | 1.46 | 244.28 | -1.07% | |
Alphabet C | US02079K1079 | 1.37 | 177.63 | +1.55% | |
Tesla | US88160R1014 | 1.32 | 308.58 | +4.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.46B | 0.23 | 9.28 | 10.26 | ||
T. Rowe Price Capital AppreciationI | 30.11B | 3.06 | 10.22 | - | ||
T. Rowe Price Blue Chip Growth | 31.38B | -7.63 | 15.63 | 13.38 | ||
T. Rowe Price Blue Chip Growth I | 29.24B | 1.50 | 20.85 | - | ||
T. Rowe Price Instl Large Cap Growt | 21.94B | -6.60 | 15.83 | 14.71 |
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