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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.41 | 0.41 | 0.00 |
Shares | 99.59 | 99.59 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.46 | 20.19 |
Price to Book | 4.50 | 3.87 |
Price to Sales | 2.23 | 2.57 |
Price to Cash Flow | 15.10 | 13.64 |
Dividend Yield | 1.29 | 1.58 |
5 Years Earnings Growth | 14.19 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.49 | 28.04 |
Consumer Cyclical | 12.82 | 10.34 |
Healthcare | 12.68 | 12.30 |
Financial Services | 12.00 | 14.98 |
Industrials | 9.94 | 9.79 |
Communication Services | 6.53 | 8.52 |
Energy | 5.93 | 3.78 |
Consumer Defensive | 5.90 | 6.35 |
Utilities | 3.05 | 2.69 |
Basic Materials | 2.76 | 2.39 |
Real Estate | 0.88 | 2.31 |
Number of long holdings: 76
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.64 | 498.84 | +1.58% | |
Apple | US0378331005 | 5.94 | 213.55 | +0.52% | |
NVIDIA | US67066G1040 | 4.75 | 159.34 | +1.33% | |
Amazon.com | US0231351067 | 4.44 | 223.41 | +1.59% | |
Alphabet C | US02079K1079 | 3.75 | 180.55 | +0.44% | |
Visa A | US92826C8394 | 3.18 | 358.86 | +1.31% | |
Broadcom | US11135F1012 | 2.07 | 275.18 | +1.96% | |
JPMorgan | US46625H1005 | 2.06 | 296.00 | +1.37% | |
UnitedHealth | US91324P1021 | 1.89 | 308.55 | +0.32% | |
Eli Lilly | US5324571083 | 1.72 | 780.67 | +0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 36.37B | 3.00 | 10.07 | 10.35 | ||
T. Rowe Price Blue Chip Growth | 32.62B | 1.44 | 20.70 | 14.25 | ||
T. Rowe Price Capital AppreciationI | 30.91B | 3.06 | 10.22 | - | ||
T. Rowe Price Blue Chip Growth I | 30.39B | 1.50 | 20.85 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.53B | 1.12 | 20.09 | 15.40 |
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