
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.81 | 1.47 | 0.66 |
Shares | 98.76 | 98.76 | 0.00 |
Other | 0.42 | 0.44 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.26 | 15.27 |
Price to Book | 1.94 | 2.30 |
Price to Sales | 1.38 | 1.60 |
Price to Cash Flow | 9.70 | 10.29 |
Dividend Yield | 3.51 | 3.09 |
5 Years Earnings Growth | 9.80 | 9.84 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.19 | 18.62 |
Industrials | 18.20 | 22.26 |
Healthcare | 14.43 | 12.05 |
Consumer Cyclical | 9.70 | 11.41 |
Consumer Defensive | 8.76 | 9.33 |
Technology | 8.35 | 9.15 |
Basic Materials | 5.79 | 5.88 |
Energy | 4.55 | 5.49 |
Communication Services | 3.87 | 5.39 |
Utilities | 3.39 | 2.81 |
Real Estate | 1.78 | 1.99 |
Number of long holdings: 1,272
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAP | DE0007164600 | 2.36 | 224.800 | -2.26% | |
Novo Nordisk B | DK0062498333 | 2.17 | 420.3 | +2.64% | |
ASML Holding | NL0010273215 | 2.17 | 577.30 | -0.05% | |
Nestle | CH0038863350 | 1.93 | 84.98 | +0.81% | |
Roche Holding Participation | CH0012032048 | 1.79 | 243.80 | +0.33% | |
AstraZeneca | GB0009895292 | 1.76 | 10,008.0 | -0.10% | |
Novartis | CH0012005267 | 1.69 | 86.09 | +1.63% | |
HSBC | GB0005405286 | 1.67 | 743.50 | +1.34% | |
Shell | GB00BP6MXD84 | 1.61 | 26.79 | -1.51% | |
Louis Vuitton | FR0000121014 | 1.38 | 524.40 | +0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 730.53B | -4.82 | 8.12 | - | ||
Vanguard 500 Index Admiral | 568.34B | -4.28 | 9.02 | 12.46 | ||
Vanguard Total Stock Market Admiral | 407.95B | -4.83 | 8.10 | 11.74 | ||
Vanguard Total Intl Stock Index Inv | 209.79B | 5.46 | 4.59 | 5.14 | ||
Vanguard 500 Index Institutional Se | 207.17B | -4.28 | 9.05 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review