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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.289 | 21.463 |
Price to Book | 4.447 | 4.095 |
Price to Sales | 3.004 | 2.848 |
Price to Cash Flow | 15.200 | 14.171 |
Dividend Yield | 1.408 | 1.534 |
5 Years Earnings Growth | 9.436 | 10.123 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.320 | 30.168 |
Financial Services | 13.630 | 14.894 |
Consumer Cyclical | 10.630 | 10.573 |
Communication Services | 9.880 | 9.166 |
Healthcare | 9.290 | 11.571 |
Industrials | 7.730 | 9.061 |
Consumer Defensive | 5.470 | 5.426 |
Energy | 2.980 | 3.332 |
Utilities | 2.380 | 2.631 |
Real Estate | 2.030 | 2.228 |
Basic Materials | 1.660 | 2.642 |
Number of long holdings: 505
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.37 | 179.41 | +0.65% | |
Microsoft | US5949181045 | 7.04 | 524.94 | -0.53% | |
Apple | US0378331005 | 5.75 | 213.26 | +5.10% | |
Amazon.com | US0231351067 | 4.03 | 222.36 | +4.03% | |
Meta Platforms | US30303M1027 | 3.08 | 771.99 | +1.12% | |
Broadcom | US11135F1012 | 2.47 | 301.67 | +2.98% | |
Alphabet A | US02079K3059 | 2.01 | 196.09 | +0.73% | |
Tesla | US88160R1014 | 1.71 | 319.91 | +3.62% | |
Berkshire Hathaway B | US0846707026 | 1.70 | 468.91 | +1.02% | |
Alphabet C | US02079K1079 | 1.62 | 196.92 | +0.82% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 15.46B | 5.22 | 5.06 | 6.02 | ||
SRI Global Stock Fund Instl Pls GBA | 6.75B | 20.17 | 7.53 | 11.80 | ||
SRI Global Stock Fund Pound Sterlin | 6.75B | -0.84 | 13.10 | 11.40 | ||
SRI Global Stock Fund Pound SterliA | 6.75B | -0.85 | 13.10 | 11.40 | ||
US Opportunities Inv GBP | 1.18B | -3.31 | 11.12 | 12.85 |
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