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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.29 | 0.29 | 0.00 |
Shares | 99.71 | 99.71 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 34.08 | 27.95 |
Price to Book | 8.05 | 6.66 |
Price to Sales | 5.89 | 4.16 |
Price to Cash Flow | 19.21 | 18.49 |
Dividend Yield | 0.26 | 0.71 |
5 Years Earnings Growth | 18.24 | 14.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 46.91 | 38.71 |
Consumer Cyclical | 16.68 | 14.19 |
Communication Services | 13.18 | 11.04 |
Financial Services | 8.15 | 9.29 |
Healthcare | 7.87 | 12.87 |
Industrials | 3.98 | 7.18 |
Basic Materials | 1.67 | 1.90 |
Consumer Defensive | 1.21 | 3.85 |
Real Estate | 0.35 | 1.69 |
Number of long holdings: 86
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 11.64 | - | - | |
NVIDIA Corp | - | 8.47 | - | - | |
Amazon.com Inc | - | 8.12 | - | - | |
Meta Platforms Inc Class A | - | 6.12 | - | - | |
Apple Inc | - | 5.48 | - | - | |
Alphabet Inc Class A | - | 4.22 | - | - | |
Mastercard Inc Class A | - | 2.44 | - | - | |
Tradeweb Markets Inc | - | 1.73 | - | - | |
MongoDB Inc Class A | - | 1.70 | - | - | |
Copart Inc | - | 1.70 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.49B | 9.12 | 9.68 | 9.77 | ||
Wells Fargo Special Mid Cap Value R | 3.44B | 9.15 | 9.79 | 9.87 | ||
Wells Fargo Emerging Markets Equit | 3.53B | 1.07 | -8.57 | 2.60 | ||
Wells Fargo Municipal Bond Inst | 3.46B | 0.31 | -0.10 | 2.95 | ||
Wells Fargo Special Small Cap Valu | 2.48B | 7.26 | 5.75 | 8.62 |
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