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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 | 15.52 |
Price to Book | 1.91 | 2.31 |
Price to Sales | 1.39 | 1.67 |
Price to Cash Flow | 9.14 | 10.19 |
Dividend Yield | 3.60 | 3.13 |
5 Years Earnings Growth | 8.20 | 9.59 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.23 | 19.51 |
Industrials | 19.43 | 22.26 |
Healthcare | 13.26 | 11.69 |
Consumer Defensive | 9.31 | 10.01 |
Consumer Cyclical | 8.33 | 10.80 |
Technology | 8.22 | 9.22 |
Basic Materials | 5.20 | 5.72 |
Energy | 4.16 | 5.69 |
Communication Services | 4.05 | 5.54 |
Utilities | 3.93 | 2.94 |
Real Estate | 1.88 | 1.99 |
Number of long holdings: 1,249
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAP | DE0007164600 | 2.39 | 245.000 | -0.45% | |
ASML Holding | NL0010273215 | 2.06 | 604.90 | -1.79% | |
Nestle | CH0038863350 | 1.98 | 73.32 | -1.11% | |
Novartis | CH0012005267 | 1.64 | 92.85 | -0.73% | |
Novo Nordisk B | DK0062498333 | 1.64 | 452.1 | +1.14% | |
Roche Holding Participation | CH0012032048 | 1.60 | 259.20 | -2.23% | |
AstraZeneca | GB0009895292 | 1.58 | 10,802.0 | -0.95% | |
HSBC | GB0005405286 | 1.52 | 958.40 | -0.26% | |
Shell | GB00BP6MXD84 | 1.45 | 30.74 | -0.07% | |
Siemens AG | DE0007236101 | 1.29 | 227.30 | +0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 786.34B | 5.65 | 19.05 | 12.92 | ||
Vanguard 500 Index Admiral | 586.6B | 6.18 | 19.66 | 13.60 | ||
Vanguard Total Stock Market Admiral | 418.7B | 5.63 | 19.02 | 12.90 | ||
Vanguard Total Intl Stock Index Inv | 234.25B | 18.19 | 13.73 | 6.21 | ||
Vanguard 500 Index Institutional Se | 218.06B | 6.20 | 19.70 | - |
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