Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.910 | 14.470 | 13.560 |
| Shares | 99.490 | 99.490 | 0.000 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 29.152 | 29.541 |
| Price to Book | 8.131 | 6.757 |
| Price to Sales | 5.623 | 5.349 |
| Price to Cash Flow | 19.377 | 19.904 |
| Dividend Yield | 0.741 | 0.682 |
| 5 Years Earnings Growth | 9.954 | 12.088 |
| Name | Net % | Category Average |
|---|---|---|
| Technology | 41.490 | 38.217 |
| Communication Services | 13.670 | 12.812 |
| Consumer Cyclical | 13.130 | 14.266 |
| Financial Services | 9.700 | 10.609 |
| Healthcare | 9.680 | 11.985 |
| Industrials | 7.580 | 7.594 |
| Basic Materials | 1.740 | 1.931 |
| Consumer Defensive | 1.580 | 3.836 |
| Real Estate | 1.430 | 2.205 |
Number of long holdings: 45
Number of short holdings: 9
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| NVIDIA | US67066G1040 | 9.73 | 177.82 | -2.59% | |
| Amazon.com | US0231351067 | 8.42 | 229.67 | +1.50% | |
| Microsoft | US5949181045 | 8.22 | 476.99 | +0.63% | |
| Meta Platforms | US30303M1027 | 6.70 | 636.22 | +3.78% | |
| Apple | US0378331005 | 4.93 | 276.97 | +0.38% | |
| Visa A | US92826C8394 | 4.88 | 334.53 | +1.59% | |
| Netflix | US64110L1061 | 4.66 | 104.40 | -2.40% | |
| Intuit | US4612021034 | 2.57 | 648.07 | -0.79% | |
| Palo Alto Networks | US6974351057 | 2.57 | 186.27 | +1.29% | |
| Salesforce Inc | US79466L3024 | 2.45 | 234.12 | +3.22% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| US Large Cap Growth Fund Class X US | 1.64B | 26.50 | 7.01 | 13.97 | ||
| US Large Cap Growth Fund Class GA U | 1.64B | 28.43 | 7.76 | 13.75 | ||
| LM ClearBridge US LC Gr Premier Acc | 1.64B | 5.33 | 24.33 | 14.41 | ||
| US Large Cap Growth Fund Class L G | 1.64B | 4.75 | 22.93 | 13.13 | ||
| US Large Cap Growth Fund Class A G | 1.64B | 5.00 | 23.55 | 13.70 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review