
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.31 | 1.43 | 0.12 |
Shares | 98.24 | 98.24 | 0.00 |
Other | 0.45 | 0.46 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.88 | 15.27 |
Price to Book | 1.85 | 2.29 |
Price to Sales | 1.35 | 1.65 |
Price to Cash Flow | 8.58 | 10.04 |
Dividend Yield | 3.71 | 3.16 |
5 Years Earnings Growth | 8.45 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.11 | 19.49 |
Industrials | 18.88 | 22.23 |
Healthcare | 13.72 | 11.74 |
Consumer Defensive | 9.55 | 10.12 |
Consumer Cyclical | 8.39 | 10.88 |
Technology | 8.00 | 8.92 |
Basic Materials | 5.22 | 5.78 |
Energy | 4.17 | 5.71 |
Communication Services | 4.03 | 5.58 |
Utilities | 4.00 | 2.95 |
Real Estate | 1.92 | 2.00 |
Number of long holdings: 1,249
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAP | DE0007164600 | 2.42 | 272.350 | +0.52% | |
Nestle | CH0038863350 | 2.06 | 86.70 | -0.49% | |
ASML Holding | NL0010273215 | 1.96 | 667.60 | +1.31% | |
Novartis | CH0012005267 | 1.70 | 97.08 | +0.42% | |
Roche Holding Participation | CH0012032048 | 1.69 | 268.20 | +0.19% | |
AstraZeneca | GB0009895292 | 1.62 | 10,782.0 | +0.77% | |
Novo Nordisk B | DK0062498333 | 1.61 | 490.4 | +2.87% | |
HSBC | GB0005405286 | 1.50 | 881.70 | +0.95% | |
Shell | GB00BP6MXD84 | 1.48 | 29.89 | +1.08% | |
Siemens AG | DE0007236101 | 1.29 | 218.80 | -0.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 0.54 | 13.73 | 12.17 | ||
Vanguard 500 Index Admiral | 560.5B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 399.92B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 207.44B | 1.06 | 14.40 | - |
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