Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.40 | 1.40 | 0.00 |
Shares | 98.60 | 98.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.44 | 28.39 |
Price to Book | 3.84 | 6.81 |
Price to Sales | 2.28 | 4.34 |
Price to Cash Flow | 15.05 | 18.54 |
Dividend Yield | 1.16 | 0.72 |
5 Years Earnings Growth | 12.18 | 15.40 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.59 | 39.78 |
Industrials | 13.39 | 7.06 |
Financial Services | 13.04 | 9.15 |
Consumer Cyclical | 10.94 | 13.70 |
Healthcare | 9.80 | 12.44 |
Real Estate | 9.26 | 1.61 |
Communication Services | 8.04 | 11.43 |
Basic Materials | 5.18 | 1.79 |
Consumer Defensive | 3.78 | 3.63 |
Number of long holdings: 57
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.59 | 228.20 | -0.29% | |
Amazon.com | US0231351067 | 4.91 | 191.60 | +0.91% | |
Alphabet C | US02079K1079 | 4.68 | 164.64 | +0.86% | |
Salesforce Inc | US79466L3024 | 3.71 | 266.80 | +0.30% | |
Mastercard | US57636Q1040 | 3.66 | 492.74 | -0.05% | |
Meta Platforms | US30303M1027 | 3.24 | 561.35 | +0.40% | |
Texas Instruments | US8825081040 | 3.17 | 203.30 | -2.07% | |
Marvell | US5738741041 | 2.39 | 73.87 | -1.35% | |
UnitedHealth | US91324P1021 | 2.26 | 575.00 | -0.36% | |
Regal Beloit | US7587501039 | 2.22 | 169.67 | -2.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.51B | 15.32 | 8.81 | 9.67 | ||
Wells Fargo Municipal Bond Inst | 4.4B | 2.25 | -0.26 | 2.70 | ||
Wells Fargo Special Mid Cap Value R | 3.78B | 15.41 | 8.92 | 9.77 | ||
Wells Fargo Emerging Markets Equit | 3.29B | 6.01 | -6.19 | 2.06 | ||
Wells Fargo Growth A | 2.76B | 21.54 | -1.21 | 12.09 |
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