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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.080 | 1.890 | 0.810 |
Stocks | 98.920 | 98.920 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.637 | 24.007 |
Price to Book | 2.775 | 4.516 |
Price to Sales | 2.345 | 3.287 |
Price to Cash Flow | 12.452 | 15.874 |
Dividend Yield | 1.585 | 1.223 |
5 Years Earnings Growth | 11.064 | 12.399 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.040 | 26.653 |
Financial Services | 14.040 | 13.477 |
Healthcare | 12.560 | 16.378 |
Consumer Cyclical | 12.520 | 12.511 |
Industrials | 11.870 | 11.865 |
Communication Services | 6.630 | 7.939 |
Energy | 4.960 | 3.324 |
Utilities | 4.370 | 2.306 |
Basic Materials | 4.300 | 4.322 |
Consumer Defensive | 2.710 | 8.070 |
Number of long holdings: 90
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.09 | 406.32 | +1.82% | |
Alphabet C | US02079K1079 | 3.87 | 173.69 | +9.97% | |
Amazon.com | US0231351067 | 3.50 | 179.62 | +3.43% | |
Apple | US0378331005 | 2.42 | 169.30 | -0.35% | |
Salesforce Inc | US79466L3024 | 2.12 | 274.21 | +0.39% | |
Visa A | US92826C8394 | 2.07 | 274.58 | -0.21% | |
UnitedHealth | US91324P1021 | 1.86 | 495.42 | +0.32% | |
Taiwan Semicon | TW0002330008 | 1.81 | 782.00 | +2.09% | |
Merck&Co | US58933Y1055 | 1.79 | 131.19 | +0.36% | |
PG E | US69331C1080 | 1.61 | 17.03 | -0.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.28B | 2.94 | 3.84 | 11.52 | ||
Wellington US Research Equity Fund | 1.32B | 2.09 | 7.56 | 10.98 | ||
Wellington US Research Equity Fudd | 1.32B | 2.01 | 6.55 | 9.95 | ||
Wellington Global Research Equity u | 968.58M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Select Capital Ap | 95.9M | 2.09 | 2.16 | 9.60 |
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