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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.000 | 100.010 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.883 | 20.543 |
Price to Book | 4.097 | 3.970 |
Price to Sales | 2.737 | 2.745 |
Price to Cash Flow | 14.059 | 14.167 |
Dividend Yield | 1.518 | 1.561 |
5 Years Earnings Growth | 10.331 | 10.859 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.940 | 28.858 |
Financial Services | 14.150 | 15.053 |
Healthcare | 11.220 | 12.660 |
Consumer Cyclical | 10.310 | 10.545 |
Communication Services | 9.360 | 8.755 |
Industrials | 7.480 | 8.738 |
Consumer Defensive | 6.050 | 5.780 |
Energy | 3.680 | 3.605 |
Utilities | 2.730 | 2.648 |
Real Estate | 2.290 | 2.294 |
Basic Materials | 1.790 | 2.731 |
Number of long holdings: 503
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.98 | 210.14 | +0.41% | |
Microsoft | US5949181045 | 5.92 | 391.16 | -0.18% | |
NVIDIA | US67066G1040 | 5.50 | 108.73 | -2.05% | |
Amazon.com | US0231351067 | 3.79 | 187.70 | -0.68% | |
Meta Platforms | US30303M1027 | 2.64 | 549.74 | +0.45% | |
Berkshire Hathaway B | US0846707026 | 2.05 | 530.94 | 0.00% | |
Alphabet A | US02079K3059 | 1.91 | 160.61 | -0.83% | |
Broadcom | US11135F1012 | 1.65 | 192.47 | +0.08% | |
Alphabet C | US02079K1079 | 1.57 | 162.42 | -0.87% | |
Tesla | US88160R1014 | 1.49 | 285.88 | +0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 13.6B | -0.04 | 1.91 | 4.93 | ||
SRI Global Stock Fund Instl Pls GBA | 6.09B | 20.17 | 7.53 | 11.80 | ||
SRI Global Stock Fund Pound SterliA | 6.09B | -6.38 | 6.95 | 10.17 | ||
SRI Global Stock Fund Pound Sterlin | 6.09B | -6.38 | 6.95 | 10.17 | ||
US Opportunities Inv GBP | 1.07B | -8.63 | 5.38 | 11.56 |
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