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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.289 | 21.758 |
Price to Book | 4.447 | 4.144 |
Price to Sales | 3.004 | 2.892 |
Price to Cash Flow | 15.200 | 14.406 |
Dividend Yield | 1.408 | 1.512 |
5 Years Earnings Growth | 9.436 | 10.248 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.320 | 30.766 |
Financial Services | 13.630 | 14.893 |
Consumer Cyclical | 10.630 | 10.562 |
Communication Services | 9.880 | 9.209 |
Healthcare | 9.290 | 11.288 |
Industrials | 7.730 | 8.972 |
Consumer Defensive | 5.470 | 5.275 |
Energy | 2.980 | 3.270 |
Utilities | 2.380 | 2.566 |
Real Estate | 2.030 | 2.205 |
Basic Materials | 1.660 | 2.632 |
Number of long holdings: 505
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.37 | 181.77 | +1.09% | |
Microsoft | US5949181045 | 7.04 | 502.04 | -0.44% | |
Apple | US0378331005 | 5.75 | 229.31 | +0.95% | |
Amazon.com | US0231351067 | 4.03 | 228.71 | +0.34% | |
Meta Platforms | US30303M1027 | 3.08 | 754.10 | +0.11% | |
Broadcom | US11135F1012 | 2.47 | 298.01 | +1.28% | |
Alphabet A | US02079K3059 | 2.01 | 207.14 | -0.65% | |
Tesla | US88160R1014 | 1.71 | 351.67 | +1.46% | |
Berkshire Hathaway B | US0846707026 | 1.70 | 492.21 | +1.24% | |
Alphabet C | US02079K1079 | 1.62 | 207.95 | -0.58% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 15.91B | 11.15 | 7.20 | 7.29 | ||
SRI Global Stock Fund Pound SterliA | 7.04B | 3.88 | 11.91 | 11.67 | ||
SRI Global Stock Fund Pound Sterlin | 7.04B | 3.89 | 11.91 | 11.67 | ||
SRI Global Stock Fund Instl Pls GBA | 7.04B | 20.17 | 7.53 | 11.80 | ||
US Opportunities Inv GBP | 1.25B | 1.35 | 9.96 | 13.15 |
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