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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.89 | 2.63 | 0.74 |
Shares | 97.69 | 97.69 | 0.00 |
Other | 0.43 | 0.44 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.60 | 15.45 |
Price to Book | 1.91 | 2.30 |
Price to Sales | 1.39 | 1.67 |
Price to Cash Flow | 9.14 | 10.16 |
Dividend Yield | 3.60 | 3.13 |
5 Years Earnings Growth | 8.20 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.23 | 19.49 |
Industrials | 19.43 | 22.22 |
Healthcare | 13.26 | 11.71 |
Consumer Defensive | 9.31 | 10.06 |
Consumer Cyclical | 8.33 | 10.82 |
Technology | 8.22 | 9.20 |
Basic Materials | 5.20 | 5.68 |
Energy | 4.16 | 5.68 |
Communication Services | 4.05 | 5.56 |
Utilities | 3.93 | 2.95 |
Real Estate | 1.88 | 2.00 |
Number of long holdings: 1,249
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAP | DE0007164600 | 2.39 | 255.600 | -0.99% | |
ASML Holding | NL0010273215 | 2.06 | 668.20 | -1.39% | |
Nestle | CH0038863350 | 1.98 | 79.15 | +0.41% | |
Novartis | CH0012005267 | 1.64 | 97.90 | +1.80% | |
Novo Nordisk B | DK0062498333 | 1.64 | 438.4 | -0.30% | |
Roche Holding Participation | CH0012032048 | 1.60 | 260.70 | +0.89% | |
AstraZeneca | GB0009895292 | 1.58 | 10,402.0 | +2.79% | |
HSBC | GB0005405286 | 1.52 | 870.60 | -1.27% | |
Shell | GB00BP6MXD84 | 1.45 | 30.14 | +0.50% | |
Siemens AG | DE0007236101 | 1.29 | 215.65 | -0.92% |
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 | 1.05 | 14.37 | 12.82 | ||
Vanguard Total Stock Market Admiral | 399.92B | 0.53 | 13.71 | 12.15 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 13.77 | 9.10 | 5.52 | ||
Vanguard 500 Index Institutional Se | 207.44B | 1.06 | 14.40 | - |
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