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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.645 | 17.692 |
Price to Book | 2.497 | 2.835 |
Price to Sales | 2.114 | 2.016 |
Price to Cash Flow | 12.088 | 11.625 |
Dividend Yield | 1.952 | 2.115 |
5 Years Earnings Growth | 10.291 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.330 | 21.951 |
Financial Services | 19.100 | 15.485 |
Healthcare | 14.830 | 14.349 |
Consumer Cyclical | 13.140 | 10.648 |
Industrials | 8.820 | 12.117 |
Consumer Defensive | 8.580 | 8.449 |
Communication Services | 6.010 | 7.297 |
Energy | 4.660 | 4.038 |
Basic Materials | 3.130 | 4.376 |
Real Estate | 2.400 | 2.805 |
Number of long holdings: 54
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.38 | 415.13 | +0.23% | |
Coca-Cola | US1912161007 | 4.50 | 62.93 | +1.55% | |
Elevance Health | US0367521038 | 4.43 | 538.48 | +6.14% | |
Goldman Sachs | US38141G1040 | 4.30 | 456.52 | +1.40% | |
Otis Worldwide | US68902V1070 | 4.03 | 99.26 | +2.98% | |
Alphabet C | US02079K1079 | 3.57 | 173.96 | +0.21% | |
Visa A | US92826C8394 | 3.41 | 272.46 | +0.43% | |
American Express | US0258161092 | 2.88 | 240.00 | +1.17% | |
Medtronic | IE00BTN1Y115 | 2.84 | 81.37 | +0.96% | |
Samsung Electronics Co | KR7005930003 | 2.79 | 73,500 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio SK USD Ac | 8.56B | 9.08 | 23.42 | 17.52 | ||
American Growth Portfolio BD USD In | 7.53B | 8.20 | 20.99 | - | ||
Japan Strategic Value Portfolio S1 | 7.82B | 17.43 | 2.82 | 8.48 | ||
American Growth Portfolio AX USD Ac | 7.48B | 3.69 | 9.01 | 14.72 | ||
AB FCP I AmericanGrwthPf N USD Acc | 7.48B | 3.59 | 7.90 | - |
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