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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.325 | 21.430 |
Price to Book | 4.235 | 4.090 |
Price to Sales | 2.855 | 2.844 |
Price to Cash Flow | 14.452 | 14.150 |
Dividend Yield | 1.478 | 1.536 |
5 Years Earnings Growth | 9.185 | 10.120 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.910 | 30.125 |
Financial Services | 13.930 | 14.899 |
Consumer Cyclical | 10.830 | 10.567 |
Healthcare | 9.620 | 11.588 |
Communication Services | 9.620 | 9.155 |
Industrials | 7.860 | 9.065 |
Consumer Defensive | 5.890 | 5.441 |
Energy | 3.000 | 3.342 |
Utilities | 2.490 | 2.635 |
Real Estate | 2.140 | 2.232 |
Basic Materials | 1.720 | 2.648 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.82 | 513.75 | +0.24% | |
NVIDIA | US67066G1040 | 6.60 | 176.34 | -0.23% | |
Apple | US0378331005 | 6.01 | 211.94 | -0.99% | |
Amazon.com | US0231351067 | 3.85 | 230.91 | -0.81% | |
Meta Platforms | US30303M1027 | 2.83 | 712.32 | -0.74% | |
Broadcom | US11135F1012 | 2.26 | 296.29 | +0.68% | |
Alphabet A | US02079K3059 | 2.00 | 193.69 | +0.58% | |
Tesla | US88160R1014 | 1.93 | 319.88 | -1.75% | |
Berkshire Hathaway B | US0846707026 | 1.74 | 482.35 | +0.13% | |
Alphabet C | US02079K1079 | 1.63 | 194.57 | +0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Index Ins USD | 23.24B | 9.44 | 18.22 | 10.54 | ||
Global Stock Index Inv USD | 23.24B | 9.44 | 18.22 | 10.52 | ||
Global Stock Index Institutional Pl | 23.24B | 3.51 | 9.54 | 10.50 | ||
US 500 Stock Index Ins USD | 14.94B | 5.95 | 19.07 | 12.95 | ||
US 500 Stock Index Institutional Pl | 14.94B | -4.37 | 8.52 | 11.86 |
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