Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.02 | 2.02 | 0.00 |
Shares | 97.98 | 97.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.58 | 20.01 |
Price to Book | 3.82 | 3.84 |
Price to Sales | 3.11 | 2.51 |
Price to Cash Flow | 16.15 | 14.04 |
Dividend Yield | 1.31 | 1.58 |
5 Years Earnings Growth | 13.28 | 11.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.06 | 27.61 |
Communication Services | 14.26 | 8.15 |
Healthcare | 13.79 | 13.41 |
Financial Services | 13.34 | 14.13 |
Consumer Cyclical | 10.12 | 10.11 |
Industrials | 5.52 | 9.79 |
Consumer Defensive | 5.37 | 6.40 |
Basic Materials | 2.73 | 2.62 |
Real Estate | 2.51 | 2.42 |
Energy | 2.30 | 4.08 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.92 | 425.20 | +0.51% | |
Apple | US0378331005 | 7.66 | 225.12 | +0.40% | |
Meta Platforms | US30303M1027 | 6.27 | 580.00 | -0.82% | |
Alphabet C | US02079K1079 | 5.40 | 180.49 | -1.54% | |
Amazon.com | US0231351067 | 4.49 | 214.10 | +2.48% | |
UnitedHealth | US91324P1021 | 3.02 | 605.87 | -1.43% | |
Berkshire Hathaway B | US0846707026 | 2.82 | 468.10 | +0.39% | |
HCA | US40412C1018 | 2.70 | 349.32 | -0.35% | |
Oracle | US68389X1054 | 2.66 | 189.63 | +0.03% | |
J&J | US4781601046 | 2.38 | 153.24 | +0.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Touchstone Mid Cap Y | 4.46B | 8.92 | 6.74 | 10.57 | ||
Touchstone Sands Capital Inst Gr | 2.32B | 43.93 | 28.26 | 18.82 | ||
Sentinel Common Stock A | 2.23B | 17.51 | 7.05 | 12.83 | ||
Touchstone Sands Cptl Emerg Mkts G | 944.51M | 9.71 | -10.71 | 3.91 | ||
Sentinel Common Stock I | 958.86M | 17.77 | 7.35 | 13.14 |
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