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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.930 | 99.930 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.591 | 17.700 |
Price to Book | 2.925 | 2.843 |
Price to Sales | 2.141 | 1.999 |
Price to Cash Flow | 13.515 | 11.581 |
Dividend Yield | 1.723 | 2.107 |
5 Years Earnings Growth | 11.789 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.410 | 22.024 |
Financial Services | 16.260 | 15.440 |
Healthcare | 13.850 | 14.373 |
Consumer Cyclical | 11.970 | 10.756 |
Communication Services | 8.720 | 7.226 |
Industrials | 8.040 | 12.079 |
Consumer Defensive | 5.780 | 8.411 |
Real Estate | 3.460 | 2.821 |
Basic Materials | 3.250 | 4.362 |
Utilities | 0.210 | 2.551 |
Energy | 0.050 | 4.019 |
Number of long holdings: 4,320
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.31 | - | - | |
Apple Inc | - | 4.25 | - | - | |
NVIDIA Corp | - | 3.64 | - | - | |
Amazon.com Inc | - | 2.76 | - | - | |
Meta Platforms Inc Class A | - | 1.82 | - | - | |
Alphabet Inc Class A | - | 1.52 | - | - | |
Alphabet Inc Class C | - | 1.30 | - | - | |
Eli Lilly and Co | - | 1.11 | - | - | |
JPMorgan Chase & Co | - | 0.98 | - | - | |
Broadcom Inc | - | 0.97 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 11.39B | 2.98 | -2.55 | 5.53 | ||
SRI Global Stock Fund Pound SterliA | 4.79B | 9.31 | 9.93 | 11.75 | ||
SRI Global Stock Fund Instl Pls GBA | 4.79B | 6.19 | 10.45 | - | ||
US Equity Index Common Contractual | 2.34B | 11.15 | 14.61 | 15.92 | ||
US Opportunities Inv GBP | 1.27B | 6.82 | 8.09 | 14.95 |
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