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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.32 | 2.41 | 0.09 |
Shares | 97.45 | 97.45 | 0.00 |
Other | 0.24 | 0.24 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.66 | 14.33 |
Price to Book | 1.66 | 1.84 |
Price to Sales | 1.30 | 1.46 |
Price to Cash Flow | 8.36 | 8.64 |
Dividend Yield | 3.34 | 3.19 |
5 Years Earnings Growth | 8.77 | 9.47 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.26 | 20.73 |
Industrials | 19.06 | 16.65 |
Technology | 10.85 | 12.82 |
Healthcare | 9.39 | 10.64 |
Consumer Cyclical | 8.90 | 9.84 |
Consumer Defensive | 6.76 | 8.59 |
Basic Materials | 6.39 | 6.61 |
Communication Services | 4.67 | 6.24 |
Energy | 4.51 | 4.27 |
Real Estate | 3.13 | 2.27 |
Utilities | 3.09 | 3.08 |
Number of long holdings: 3,853
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 1.21 | 636.60 | -0.25% | |
SAP | DE0007164600 | 1.20 | 231.900 | -0.79% | |
Nestle | CH0038863350 | 0.96 | 75.69 | -0.59% | |
Roche Holding Participation | CH0012032048 | 0.87 | 260.40 | -0.76% | |
Novartis | CH0012005267 | 0.87 | 101.98 | -0.37% | |
Novo Nordisk B | DK0062498333 | 0.84 | 349.4 | +1.09% | |
HSBC | GB0005405286 | 0.82 | 958.70 | -0.56% | |
Shell | GB00BP6MXD84 | 0.80 | 31.05 | +0.52% | |
AstraZeneca | GB0009895292 | 0.80 | 11,918.0 | -0.48% | |
Samsung Electronics Co | KR7005930003 | 0.79 | 70,600 | +0.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 798.34B | 8.05 | 16.40 | 12.99 | ||
Vanguard 500 Index Admiral | 598.15B | 8.56 | 17.05 | 13.62 | ||
Vanguard Total Stock Market Admiral | 426.73B | 8.04 | 16.38 | 12.97 | ||
Vanguard Total Intl Stock Index Inv | 230.36B | 17.07 | 12.03 | 6.19 | ||
Vanguard 500 Index Institutional Se | 218.06B | 8.57 | 17.09 | - |
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