Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.12 | 0.12 | 0.00 |
Stocks | 96.66 | 96.66 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Other | 3.21 | 3.21 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 35.39 | 27.93 |
Price to Book | 8.39 | 6.65 |
Price to Sales | 5.23 | 4.15 |
Price to Cash Flow | 21.23 | 18.47 |
Dividend Yield | 0.37 | 0.72 |
5 Years Earnings Growth | 17.69 | 14.77 |
Name | Net % | Category Average |
---|---|---|
Technology | 44.30 | 38.72 |
Healthcare | 12.18 | 12.87 |
Consumer Cyclical | 11.56 | 14.20 |
Communication Services | 11.10 | 11.02 |
Financial Services | 7.58 | 9.29 |
Industrials | 6.03 | 7.18 |
Consumer Defensive | 4.19 | 3.84 |
Basic Materials | 2.22 | 1.90 |
Real Estate | 0.84 | 1.69 |
Number of long holdings: 90
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.30 | 858.11 | +3.34% | |
Amazon.com | US0231351067 | 6.60 | 184.72 | +3.20% | |
Meta Platforms | US30303M1027 | 5.39 | 441.84 | +0.60% | |
Microsoft | US5949181045 | 5.01 | 397.84 | +0.73% | |
Mastercard | US57636Q1040 | 3.50 | 441.10 | -0.22% | |
Alphabet C | US02079K1079 | 2.89 | 168.46 | +1.75% | |
Apple | US0378331005 | 2.65 | 173.18 | +2.29% | |
ServiceNow Inc | US81762P1021 | 2.62 | 695.72 | +1.47% | |
Eli Lilly | US5324571083 | 2.42 | 755.91 | -2.68% | |
Monolithic | US6098391054 | 2.32 | 712.89 | +9.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.74B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth A | 8.02B | 7.05 | 4.94 | 3.63 | ||
Templeton Growth Adv | 182.77M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.2M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 285.68M | 7.14 | 5.25 | 3.98 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review