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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.290 | 3.370 | 0.080 |
Shares | 96.590 | 96.590 | 0.000 |
Preferred | 0.110 | 0.110 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.177 | 29.361 |
Price to Book | 6.855 | 7.459 |
Price to Sales | 4.308 | 4.815 |
Price to Cash Flow | 17.535 | 19.005 |
Dividend Yield | 0.783 | 0.765 |
5 Years Earnings Growth | 10.816 | 12.047 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.980 | 40.094 |
Consumer Cyclical | 14.830 | 14.711 |
Industrials | 12.640 | 5.831 |
Healthcare | 11.450 | 11.252 |
Communication Services | 10.980 | 13.492 |
Financial Services | 8.260 | 8.546 |
Consumer Defensive | 2.820 | 3.299 |
Basic Materials | 1.530 | 1.663 |
Real Estate | 0.900 | 1.514 |
Energy | 0.410 | 0.851 |
Utilities | 0.220 | 0.424 |
Number of long holdings: 184
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.42 | 522.04 | +0.23% | |
Broadcom | US11135F1012 | 6.17 | 304.97 | +0.40% | |
NVIDIA | US67066G1040 | 5.51 | 182.70 | +1.07% | |
Amazon.com | US0231351067 | 5.27 | 222.69 | -0.20% | |
Meta Platforms | US30303M1027 | 3.79 | 769.30 | +0.98% | |
Eli Lilly | US5324571083 | 3.18 | 625.65 | -2.37% | |
Transdigm | US8936411003 | 3.02 | 1,389.77 | -2.76% | |
Alphabet A | US02079K3059 | 2.90 | 201.42 | +2.49% | |
Apple | US0378331005 | 2.06 | 229.35 | +4.24% | |
Mastercard | US57636Q1040 | 2.01 | 574.32 | +2.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 164.68B | 12.58 | 21.42 | 14.22 | ||
American Funds American Balanced A | 116.96B | 9.08 | 11.61 | 8.84 | ||
American Funds Invmt Co of Amer A | 101.59B | 13.02 | 21.44 | 12.90 | ||
American Funds Washington Mutual A | 92.1B | 10.04 | 15.43 | 12.34 | ||
American Funds Fundamental Invs A | 81.67B | 13.72 | 19.83 | 12.93 |
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