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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.720 | 4.410 | 1.690 |
Stocks | 97.260 | 97.320 | 0.060 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.511 | 17.717 |
Price to Book | 2.197 | 2.584 |
Price to Sales | 1.554 | 1.796 |
Price to Cash Flow | 8.085 | 10.595 |
Dividend Yield | 2.656 | 2.072 |
5 Years Earnings Growth | 10.888 | 11.106 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.460 | 20.238 |
Financial Services | 15.080 | 14.443 |
Healthcare | 14.500 | 16.833 |
Consumer Cyclical | 11.120 | 11.570 |
Industrials | 8.620 | 11.523 |
Consumer Defensive | 7.470 | 8.192 |
Communication Services | 7.260 | 5.853 |
Energy | 5.330 | 2.380 |
Basic Materials | 4.040 | 5.058 |
Utilities | 3.200 | 1.518 |
Real Estate | 2.920 | 2.782 |
Number of long holdings: 1,489
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.99 | 183.36 | +5.97% | |
Microsoft | US5949181045 | 3.65 | 406.66 | +2.22% | |
Amazon.com | US0231351067 | 2.28 | 186.24 | +0.82% | |
Tesla | US88160R1014 | 1.53 | 181.14 | +0.63% | |
Alphabet A | US02079K3059 | 1.27 | 167.21 | +0.35% | |
Alphabet C | US02079K1079 | 1.20 | 169.01 | +0.33% | |
UnitedHealth | US91324P1021 | 1.03 | 492.66 | -0.06% | |
J&J | US4781601046 | 0.92 | 149.26 | -0.44% | |
Exxon Mobil | US30231G1022 | 0.81 | 116.02 | -0.19% | |
Berkshire Hathaway B | US0846707026 | 0.75 | 400.77 | +0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMP Capital NZ Shares Index Fund | 140.85M | 2.95 | -0.68 | - | ||
AMP Capital Core Global Shares Fund | 61.61M | 18.81 | 15.40 | 13.28 | ||
AMP Capital Responsible Investment | 48.2M | 4.34 | -0.24 | 10.53 | ||
AMP IL Managed Balanced Fund C | 39.81M | - | - | - | ||
AMP NZRT International Shares | 18.33M | 12.23 | 9.63 | 10.32 |
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