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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.680 | 3.390 | 2.710 |
Stocks | 99.310 | 99.310 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.878 | 17.700 |
Price to Book | 2.821 | 2.843 |
Price to Sales | 1.696 | 1.999 |
Price to Cash Flow | 12.475 | 11.581 |
Dividend Yield | 1.564 | 2.107 |
5 Years Earnings Growth | 11.064 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.090 | 22.024 |
Financial Services | 15.450 | 15.440 |
Healthcare | 14.040 | 14.373 |
Consumer Cyclical | 13.400 | 10.756 |
Industrials | 9.150 | 12.079 |
Communication Services | 6.520 | 7.226 |
Basic Materials | 4.370 | 4.362 |
Consumer Defensive | 3.940 | 8.411 |
Real Estate | 3.530 | 2.821 |
Utilities | 2.470 | 2.551 |
Energy | 0.040 | 4.019 |
Number of long holdings: 198
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.13 | 406.32 | +1.82% | |
Amazon.com | US0231351067 | 4.74 | 179.62 | +3.43% | |
Apple | US0378331005 | 3.22 | 169.30 | -0.35% | |
AMD | US0079031078 | 2.40 | 157.40 | +2.37% | |
Alphabet A | US02079K3059 | 2.33 | 171.95 | +10.22% | |
JPMorgan | US46625H1005 | 1.86 | 193.50 | +0.07% | |
TJX | US8725401090 | 1.59 | 96.30 | -0.12% | |
Unilever | GB00B10RZP78 | 1.42 | 48.25 | +1.39% | |
ServiceNow Inc | US81762P1021 | 1.32 | 723.55 | +1.02% | |
Uber Tech | US90353T1007 | 1.27 | 69.04 | -0.39% |
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 Select Capital Ap | 95.9M | 2.09 | 2.16 | 9.60 | ||
Wellington Global Opportunities Equ | 29.6M | 1.00 | 3.10 | 7.61 |
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