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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.360 | 0.360 | 0.000 |
Stocks | 95.920 | 95.920 | 0.000 |
Preferred | 0.450 | 0.450 | 0.000 |
Other | 3.270 | 3.270 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.224 | 24.032 |
Price to Book | 3.307 | 4.517 |
Price to Sales | 2.310 | 3.291 |
Price to Cash Flow | 10.168 | 15.892 |
Dividend Yield | 1.185 | 1.221 |
5 Years Earnings Growth | 13.322 | 12.392 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.000 | 26.687 |
Consumer Cyclical | 20.850 | 12.488 |
Financial Services | 12.920 | 13.478 |
Industrials | 9.980 | 11.873 |
Healthcare | 9.070 | 16.365 |
Basic Materials | 5.590 | 4.328 |
Energy | 3.940 | 3.307 |
Real Estate | 3.260 | 1.947 |
Consumer Defensive | 2.740 | 8.048 |
Communication Services | 2.330 | 7.955 |
Utilities | 0.330 | 2.277 |
Number of long holdings: 125
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 2.99 | 475.42 | +0.60% | |
CSX | US1264081035 | 2.53 | 34.50 | +0.82% | |
Spotify Tech | LU1778762911 | 2.00 | 298.70 | +0.02% | |
CoStar | US22160N1090 | 1.98 | 91.34 | +1.13% | |
American Express | US0258161092 | 1.84 | 239.18 | +1.24% | |
Salesforce Inc | US79466L3024 | 1.82 | 275.22 | -1.34% | |
Baxter | US0718131099 | 1.76 | 35.95 | +0.56% | |
Safran | FR0000073272 | 1.69 | 212.30 | +0.57% | |
Wix.Com Ltd | IL0011301780 | 1.65 | 122.88 | +1.46% | |
EOG Resources | US26875P1012 | 1.61 | 130.61 | +0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.35B | 2.94 | 3.84 | 11.52 | ||
Wellington US Research Equity Fund | 1.34B | 2.09 | 7.56 | 10.98 | ||
Wellington US Research Equity Fudd | 1.34B | 2.01 | 6.55 | 9.95 | ||
Wellington Global Research Equity u | 988.8M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Opportunities Equ | 30.01M | 1.00 | 3.10 | 7.61 |
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