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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.96 | 1.13 | 0.17 |
Shares | 98.64 | 98.64 | 0.00 |
Other | 0.40 | 0.43 | 0.03 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.76 | 15.46 |
Price to Book | 1.85 | 2.34 |
Price to Sales | 1.36 | 1.70 |
Price to Cash Flow | 8.75 | 10.33 |
Dividend Yield | 3.67 | 3.11 |
5 Years Earnings Growth | 9.32 | 9.95 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.07 | 19.29 |
Industrials | 18.61 | 21.86 |
Healthcare | 13.96 | 12.11 |
Consumer Defensive | 9.25 | 9.95 |
Consumer Cyclical | 8.55 | 11.05 |
Technology | 7.96 | 9.04 |
Basic Materials | 5.24 | 5.81 |
Energy | 4.84 | 5.79 |
Communication Services | 3.99 | 5.59 |
Utilities | 3.75 | 2.89 |
Real Estate | 1.79 | 1.99 |
Number of long holdings: 1,253
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAP | DE0007164600 | 2.30 | 266.300 | 0.00% | |
Nestle | CH0038863350 | 2.04 | 87.75 | +0.17% | |
ASML Holding | NL0010273215 | 2.01 | 608.30 | -0.10% | |
Roche Holding Participation | CH0012032048 | 1.77 | 273.20 | +0.29% | |
Shell | GB00BP6MXD84 | 1.74 | 28.74 | -2.03% | |
AstraZeneca | GB0009895292 | 1.72 | 10,754.0 | +1.38% | |
Novartis | CH0012005267 | 1.72 | 93.50 | -0.75% | |
Novo Nordisk B | DK0062498333 | 1.72 | 457.2 | +0.27% | |
HSBC | GB0005405286 | 1.59 | 845.40 | +2.51% | |
Siemens AG | DE0007236101 | 1.34 | 210.88 | +0.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 690.61B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 533.44B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 381.66B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 210.14B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 194.95B | -4.28 | 9.05 | - |
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