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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.270 | 1.270 | 0.000 |
Shares | 98.730 | 98.730 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.076 | 20.222 |
Price to Book | 4.385 | 3.922 |
Price to Sales | 3.349 | 2.597 |
Price to Cash Flow | 14.959 | 13.920 |
Dividend Yield | 1.400 | 1.556 |
5 Years Earnings Growth | 11.019 | 11.100 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.410 | 27.941 |
Financial Services | 13.960 | 14.987 |
Consumer Cyclical | 12.380 | 10.426 |
Healthcare | 10.720 | 12.517 |
Communication Services | 8.650 | 8.489 |
Industrials | 7.730 | 9.564 |
Consumer Defensive | 4.450 | 6.260 |
Energy | 3.280 | 3.900 |
Utilities | 2.390 | 2.754 |
Real Estate | 2.130 | 2.313 |
Basic Materials | 1.900 | 2.374 |
Number of long holdings: 164
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.83 | 199.50 | +1.66% | |
Microsoft | US5949181045 | 6.52 | 441.56 | +1.89% | |
NVIDIA | US67066G1040 | 6.40 | 118.47 | +1.20% | |
Amazon.com | US0231351067 | 4.32 | 194.05 | +2.83% | |
Meta Platforms | US30303M1027 | 3.28 | 604.45 | +1.28% | |
Alphabet A | US02079K3059 | 1.97 | 155.78 | +2.90% | |
Mastercard | US57636Q1040 | 1.84 | 571.58 | +0.93% | |
Visa A | US92826C8394 | 1.71 | 354.11 | +1.22% | |
Broadcom | US11135F1012 | 1.69 | 210.15 | +2.61% | |
Berkshire Hathaway B | US0846707026 | 1.61 | 515.40 | -0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Transamerica WMC US Growth VP Initi | 4.16B | -10.89 | 7.56 | 13.43 | ||
Transamerica International Equity I | 2.51B | 9.72 | 6.67 | 5.18 | ||
Transamerica Large Cap Value I2 | 1.52B | 1.40 | 7.84 | 9.20 | ||
Transamerica Asset Allc Mod Gr A | 1.17B | -0.31 | 4.96 | 6.15 | ||
Transamerica Multi Managed Balances | 1.01B | -1.99 | 5.37 | 7.80 |
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