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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.210 | 3.210 | 0.000 |
Shares | 96.680 | 96.680 | 0.000 |
Other | 0.100 | 0.110 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.812 | 17.233 |
Price to Book | 3.386 | 2.158 |
Price to Sales | 2.698 | 2.296 |
Price to Cash Flow | 13.527 | 9.545 |
Dividend Yield | 1.757 | 2.680 |
5 Years Earnings Growth | 10.700 | 10.070 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.730 | 17.703 |
Healthcare | 15.120 | 12.027 |
Industrials | 14.910 | 13.272 |
Financial Services | 12.990 | 15.451 |
Consumer Cyclical | 12.810 | 9.904 |
Communication Services | 10.880 | 6.315 |
Consumer Defensive | 5.690 | 6.407 |
Basic Materials | 3.640 | 6.484 |
Energy | 2.400 | 4.117 |
Utilities | 0.560 | 2.634 |
Real Estate | 0.260 | 18.418 |
Number of long holdings: 268
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.78 | 647.49 | +0.38% | |
Microsoft | US5949181045 | 3.05 | 460.36 | +0.37% | |
Taiwan Semicon | TW0002330008 | 2.72 | 967.00 | 0.00% | |
Broadcom | US11135F1012 | 2.19 | 242.07 | +0.04% | |
Tesla | US88160R1014 | 2.04 | 346.46 | -3.34% | |
NVIDIA | US67066G1040 | 1.70 | 135.13 | -2.92% | |
Netflix | US64110L1061 | 1.63 | 1,207.23 | +1.89% | |
Eli Lilly | US5324571083 | 1.58 | 737.67 | +2.09% | |
EssilorLuxottica | FR0000121667 | 1.56 | 244.70 | -1.21% | |
Vertex | US92532F1003 | 1.42 | 442.05 | -1.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 152.58B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 111.58B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 94.81B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 88.69B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.16B | 4.34 | 6.92 | 6.92 |
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