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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.030 | 2.060 | 0.030 |
Stocks | 97.970 | 97.970 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.713 | 23.956 |
Price to Book | 3.718 | 4.519 |
Price to Sales | 1.926 | 3.275 |
Price to Cash Flow | 12.692 | 15.804 |
Dividend Yield | 1.033 | 1.226 |
5 Years Earnings Growth | 13.035 | 12.380 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.550 | 26.685 |
Financial Services | 16.040 | 13.485 |
Healthcare | 13.710 | 16.351 |
Communication Services | 13.140 | 7.918 |
Industrials | 12.010 | 11.862 |
Consumer Cyclical | 10.600 | 12.498 |
Real Estate | 3.590 | 1.954 |
Consumer Defensive | 2.400 | 8.091 |
Energy | 0.970 | 3.327 |
Number of long holdings: 84
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.93 | 409.06 | +0.37% | |
Amazon.com | US0231351067 | 3.85 | 176.59 | -1.64% | |
Alphabet C | US02079K1079 | 3.60 | 161.10 | +0.74% | |
Meta Platforms | US30303M1027 | 3.19 | 493.50 | -0.52% | |
Taiwan Semicon | TW0002330008 | 2.17 | 766.00 | -2.17% | |
UnitedHealth | US91324P1021 | 2.14 | 487.44 | +0.26% | |
Salesforce Inc | US79466L3024 | 2.06 | 276.19 | -0.18% | |
Gartner | US3666511072 | 1.86 | 451.06 | +0.18% | |
Broadcom | US11135F1012 | 1.79 | 1,256.82 | +0.61% | |
NVIDIA | US67066G1040 | 1.78 | 796.77 | -3.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington US Research Equity Fund | 1.29B | 2.09 | 7.56 | 10.98 | ||
Wellington US Research Equity Fudd | 1.29B | 2.01 | 6.55 | 9.95 | ||
Wellington Global Research Equity u | 945.6M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Select Capital Ap | 94.19M | 2.09 | 2.16 | 9.60 | ||
Wellington Global Opportunities Equ | 28.84M | 1.00 | 3.10 | 7.61 |
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