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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.91 | 0.93 | 0.02 |
Shares | 98.75 | 98.75 | 0.00 |
Other | 0.34 | 0.36 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.71 | 14.84 |
Price to Book | 1.86 | 2.24 |
Price to Sales | 1.25 | 1.45 |
Price to Cash Flow | 8.31 | 9.57 |
Dividend Yield | 3.46 | 2.96 |
5 Years Earnings Growth | 8.27 | 9.40 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.18 | 15.64 |
Industrials | 17.65 | 23.86 |
Healthcare | 14.67 | 12.03 |
Consumer Cyclical | 10.53 | 11.82 |
Consumer Defensive | 9.52 | 9.64 |
Technology | 9.03 | 10.31 |
Basic Materials | 6.21 | 5.85 |
Energy | 5.38 | 5.75 |
Communication Services | 3.52 | 4.55 |
Utilities | 3.37 | 2.92 |
Real Estate | 1.93 | 1.72 |
Number of long holdings: 1,292
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 3.20 | 850.6 | -2.58% | |
ASML Holding | NL0010273215 | 3.09 | 835.90 | +3.02% | |
Nestle | CH0038863350 | 2.29 | 91.72 | -0.11% | |
Louis Vuitton | FR0000121014 | 1.80 | 782.00 | +1.96% | |
Shell | GB00BP6MXD84 | 1.74 | 33.48 | -0.81% | |
SAP | DE0007164600 | 1.72 | 170.720 | +1.29% | |
Novartis | CH0012005267 | 1.62 | 87.97 | -1.01% | |
AstraZeneca | GB0009895292 | 1.60 | 12,050.0 | -0.87% | |
Roche Holding Participation | CH0012032048 | 1.43 | 217.30 | +1.49% | |
HSBC | GB0005405286 | 1.21 | 705.50 | +0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 656.16B | 10.01 | 9.65 | - | ||
Vanguard 500 Index Admiral | 505.18B | 10.54 | 11.44 | 12.92 | ||
Vanguard Total Stock Market Admiral | 373.3B | 10.00 | 9.63 | 12.27 | ||
Vanguard Total Intl Stock Index Inv | 195.27B | 4.34 | 1.83 | 4.38 | ||
Vanguard Institutional Idx Instl Pl | 168.84B | 10.55 | 11.47 | 12.95 |
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