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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 | 16.555 |
Price to Book | 2.885 | 2.630 |
Price to Sales | 2.049 | 1.777 |
Price to Cash Flow | 12.330 | 10.141 |
Dividend Yield | 2.013 | 2.395 |
5 Years Earnings Growth | 10.792 | 10.735 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.830 | 18.652 |
Financial Services | 14.520 | 16.283 |
Healthcare | 12.160 | 12.571 |
Industrials | 11.060 | 11.560 |
Consumer Cyclical | 10.600 | 11.876 |
Communication Services | 7.820 | 7.424 |
Consumer Defensive | 6.570 | 10.180 |
Energy | 4.440 | 6.080 |
Basic Materials | 3.290 | 5.768 |
Utilities | 2.560 | 2.226 |
Real Estate | 2.160 | 1.994 |
Number of long holdings: 1,424
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.50 | 430.16 | +0.74% | |
Apple | US0378331005 | 4.09 | 189.98 | +1.66% | |
NVIDIA | US67066G1040 | 3.49 | 1,064.69 | +2.57% | |
Amazon.com | US0231351067 | 2.66 | 180.75 | -0.17% | |
Alphabet A | US02079K3059 | 1.58 | 174.99 | +0.83% | |
Meta Platforms | US30303M1027 | 1.56 | 478.22 | +2.67% | |
Alphabet C | US02079K1079 | 1.39 | 176.33 | +0.73% | |
Eli Lilly | US5324571083 | 1.03 | 807.43 | -0.13% | |
Broadcom | US11135F1012 | 0.95 | 1,407.84 | +1.04% | |
JPMorgan | US46625H1005 | 0.91 | 200.71 | +1.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AU60VAN00022 | 34.6B | 2.37 | 6.99 | 7.65 | ||
Vanguard Growth Index Fund AU | 10.76B | 3.38 | 4.30 | 7.45 | ||
Vanguard High Growth Index Fund | 9.21B | 4.98 | 6.58 | 9.03 | ||
Vanguard International Shares Index | 8.09B | 6.53 | 6.08 | 10.02 | ||
Vanguard Balanced Index Fund | 7.98B | 1.80 | 2.03 | 5.84 |
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