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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.55 | 5.55 | 0.00 |
Shares | 94.43 | 94.43 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.10 | 15.41 |
Price to Book | 3.62 | 2.46 |
Price to Sales | 2.98 | 1.68 |
Price to Cash Flow | 15.01 | 10.44 |
Dividend Yield | 2.23 | 2.54 |
5 Years Earnings Growth | 11.08 | 9.65 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.54 | 12.65 |
Healthcare | 16.45 | 15.54 |
Industrials | 14.72 | 11.72 |
Financial Services | 14.67 | 20.25 |
Consumer Defensive | 6.89 | 8.64 |
Utilities | 6.57 | 5.34 |
Consumer Cyclical | 5.03 | 6.62 |
Energy | 4.46 | 7.94 |
Communication Services | 3.08 | 5.42 |
Real Estate | 2.82 | 3.78 |
Basic Materials | 2.76 | 3.75 |
Number of long holdings: 176
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.82 | 427.15 | +0.46% | |
Apple | US0378331005 | 4.10 | 226.66 | +0.68% | |
AbbVie | US00287Y1091 | 3.63 | 170.52 | +0.10% | |
Rtx Corp | US75513E1010 | 3.49 | 119.37 | -3.54% | |
GE Aerospace | US3696043013 | 2.78 | 180.79 | -1.51% | |
UnitedHealth | US91324P1021 | 2.38 | 597.20 | -1.43% | |
Broadcom | US11135F1012 | 2.09 | 172.60 | -0.56% | |
JPMorgan | US46625H1005 | 1.91 | 242.54 | +0.57% | |
Meta Platforms | US30303M1027 | 1.71 | 578.33 | -0.29% | |
Accenture | IE00B4BNMY34 | 1.62 | 364.89 | -1.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 154.87B | 22.40 | 4.47 | 13.21 | ||
American Funds American Balanced A | 111.4B | 13.30 | 5.24 | 8.16 | ||
American Funds Invmt Co of Amer A | 95.48B | 21.32 | 10.63 | 11.49 | ||
American Funds Washington Mutual A | 89.87B | 17.54 | 9.75 | 11.40 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 17.00 | 2.94 | 10.60 |
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