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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.930 | 99.940 | 0.010 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.060 | 0.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.436 | 16.547 |
Price to Book | 2.885 | 2.628 |
Price to Sales | 2.049 | 1.777 |
Price to Cash Flow | 12.330 | 10.116 |
Dividend Yield | 2.013 | 2.394 |
5 Years Earnings Growth | 10.792 | 10.696 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.830 | 18.637 |
Financial Services | 14.520 | 16.413 |
Healthcare | 12.160 | 12.545 |
Industrials | 11.060 | 10.669 |
Consumer Cyclical | 10.600 | 11.780 |
Communication Services | 7.820 | 7.412 |
Consumer Defensive | 6.570 | 10.115 |
Energy | 4.440 | 6.056 |
Basic Materials | 3.290 | 5.924 |
Utilities | 2.560 | 2.239 |
Real Estate | 2.160 | 2.018 |
Number of long holdings: 1,424
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.50 | 448.37 | +1.31% | |
Apple | US0378331005 | 4.09 | 216.70 | +1.98% | |
NVIDIA | US67066G1040 | 3.49 | 130.98 | -0.68% | |
Amazon.com | US0231351067 | 2.66 | 184.06 | +0.22% | |
Alphabet A | US02079K3059 | 1.58 | 177.24 | +0.25% | |
Meta Platforms | US30303M1027 | 1.56 | 506.63 | +0.49% | |
Alphabet C | US02079K1079 | 1.39 | 178.78 | +0.23% | |
Eli Lilly | US5324571083 | 1.03 | 885.01 | +0.75% | |
Broadcom | US11135F1012 | 0.95 | 1,828.87 | +5.41% | |
JPMorgan | US46625H1005 | 0.91 | 194.98 | +0.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60VAN00022 | 34.6B | 3.22 | 6.47 | 7.67 | ||
Vanguard Growth Index Fund AU | 10.76B | 4.82 | 4.30 | 7.47 | ||
Vanguard High Growth Index Fund | 9.21B | 6.65 | 6.53 | 9.07 | ||
Vanguard International Shares Index | 8.09B | 10.85 | 7.06 | 10.18 | ||
Vanguard Balanced Index Fund | 7.98B | 3.00 | 2.07 | 5.83 |
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