
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.84 | 1.84 | 0.00 |
Shares | 98.16 | 98.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.05 | 21.06 |
Price to Book | 4.50 | 4.01 |
Price to Sales | 2.36 | 2.70 |
Price to Cash Flow | 14.63 | 14.11 |
Dividend Yield | 1.30 | 1.53 |
5 Years Earnings Growth | 10.12 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.33 | 29.26 |
Financial Services | 14.02 | 14.85 |
Consumer Cyclical | 10.78 | 10.31 |
Communication Services | 10.26 | 8.78 |
Healthcare | 9.13 | 11.50 |
Industrials | 6.61 | 9.88 |
Consumer Defensive | 4.83 | 6.04 |
Energy | 3.02 | 3.66 |
Real Estate | 2.32 | 2.22 |
Utilities | 1.96 | 2.62 |
Basic Materials | 1.74 | 2.36 |
Number of long holdings: 169
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.85 | 174.18 | -3.32% | |
Microsoft | US5949181045 | 7.26 | 506.69 | -0.58% | |
Apple | US0378331005 | 5.50 | 232.14 | -0.18% | |
Amazon.com | US0231351067 | 4.10 | 229.00 | -1.12% | |
Meta Platforms | US30303M1027 | 3.45 | 738.70 | -1.65% | |
Broadcom | US11135F1012 | 3.06 | 297.39 | -3.65% | |
Alphabet C | US02079K1079 | 2.03 | 213.53 | +0.55% | |
Alphabet A | US02079K3059 | 1.74 | 212.91 | +0.60% | |
Future on E-mini S&P 500 Futures | - | 1.64 | - | - | |
JPMorgan | US46625H1005 | 1.61 | 301.42 | +0.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.93B | 3.08 | 8.53 | 9.17 | ||
Wells Fargo Municipal Bond Inst | 4.57B | -1.22 | 1.66 | 2.37 | ||
Wells Fargo Special Mid Cap Value R | 3.45B | 3.14 | 8.64 | 9.28 | ||
Wells Fargo Emerging Markets Equit | 2.75B | 19.40 | 10.38 | 5.53 | ||
Wells Fargo Growth A | 2.83B | 14.36 | 19.50 | 13.13 |
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