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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.700 | 2.790 | 0.090 |
Shares | 97.300 | 97.300 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.046 | 23.563 |
Price to Book | 3.693 | 4.548 |
Price to Sales | 2.198 | 3.510 |
Price to Cash Flow | 14.079 | 15.551 |
Dividend Yield | 1.327 | 1.309 |
5 Years Earnings Growth | 13.944 | 10.712 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.150 | 27.723 |
Financial Services | 20.000 | 15.109 |
Communication Services | 13.790 | 9.057 |
Healthcare | 10.770 | 14.010 |
Consumer Cyclical | 10.360 | 12.423 |
Industrials | 7.080 | 12.638 |
Consumer Defensive | 4.470 | 6.145 |
Energy | 2.070 | 2.764 |
Real Estate | 1.210 | 1.655 |
Basic Materials | 1.110 | 3.874 |
Number of long holdings: 84
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.40 | 498.84 | +1.58% | |
NVIDIA | US67066G1040 | 4.26 | 159.34 | +1.33% | |
Amazon.com | US0231351067 | 3.68 | 223.41 | +1.59% | |
Alphabet C | US02079K1079 | 3.54 | 180.55 | +0.44% | |
Apple | US0378331005 | 2.77 | 213.55 | +0.52% | |
Taiwan Semicon | TW0002330008 | 2.43 | 1,085.00 | 0.00% | |
Wells Fargo&Co | US9497461015 | 2.15 | 83.60 | +1.51% | |
Tencent Holdings | KYG875721634 | 2.01 | 500.50 | +0.74% | |
Unilever | GB00B10RZP78 | 1.86 | 52.26 | +0.15% | |
Allianz | DE0008404005 | 1.86 | 341.70 | -0.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Research Equity u | 1.01B | 21.51 | 6.90 | 9.42 | ||
Wellington US Research Equity Fund | 939.42M | 24.99 | 8.19 | 11.59 | ||
Wellington US Research Equity Fudd | 706.86M | 23.93 | 7.18 | 10.55 | ||
Wellington Global Select Capital Ap | 117.65M | 21.57 | 4.54 | 10.54 | ||
Wellington Global Opportunities Equ | 33.08M | 21.66 | 5.45 | 8.55 |
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