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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.590 | 5.450 | 0.860 |
Stocks | 95.410 | 95.410 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.833 | 24.210 |
Price to Book | 3.220 | 4.400 |
Price to Sales | 2.058 | 3.314 |
Price to Cash Flow | 14.571 | 16.198 |
Dividend Yield | 1.372 | 1.116 |
5 Years Earnings Growth | 14.504 | 13.467 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.930 | 28.396 |
Healthcare | 16.470 | 15.747 |
Consumer Cyclical | 13.930 | 12.504 |
Industrials | 12.620 | 11.687 |
Financial Services | 9.500 | 12.017 |
Communication Services | 6.560 | 9.453 |
Energy | 4.340 | 3.962 |
Consumer Defensive | 4.140 | 4.710 |
Basic Materials | 3.080 | 3.487 |
Utilities | 0.240 | 1.108 |
Real Estate | 0.190 | 1.803 |
Number of long holdings: 176
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.82 | - | - | |
Taiwan Semicon | TW0002330008 | 4.13 | 821.00 | 0.00% | |
Novo Nordisk B | DK0062498333 | 3.20 | 927.3 | +1.13% | |
NVIDIA Corp | - | 2.91 | - | - | |
Louis Vuitton | FR0000121014 | 2.42 | 734.90 | +0.07% | |
Safran | FR0000073272 | 2.38 | 214.10 | +0.14% | |
Alphabet Inc Class A | - | 2.26 | - | - | |
ASML Holding | NL0010273215 | 2.25 | 870.80 | -1.16% | |
ASML Holding NV ADR | - | 2.06 | - | - | |
Eli Lilly and Co | - | 2.05 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 136.74B | 7.63 | 4.15 | 12.69 | ||
American Funds American Balanced A | 103.26B | 2.71 | 3.71 | 7.63 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 5.25 | 3.31 | 10.28 | ||
American Funds Invmt Co of Amer A | 85.81B | 6.71 | 9.18 | 10.97 | ||
American Funds Washington Mutual A | 83.06B | 4.97 | 8.68 | 10.82 |
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