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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.08 | 4.08 | 0.00 |
Shares | 95.89 | 95.89 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.55 | 20.22 |
Price to Book | 3.61 | 3.78 |
Price to Sales | 2.45 | 2.44 |
Price to Cash Flow | 13.80 | 13.79 |
Dividend Yield | 2.06 | 1.60 |
5 Years Earnings Growth | 10.57 | 11.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.86 | 27.55 |
Healthcare | 16.22 | 13.53 |
Financial Services | 16.12 | 14.10 |
Industrials | 11.09 | 9.80 |
Consumer Defensive | 8.19 | 6.36 |
Consumer Cyclical | 6.60 | 10.03 |
Communication Services | 5.49 | 8.23 |
Energy | 5.08 | 4.30 |
Utilities | 3.42 | 2.57 |
Basic Materials | 2.73 | 2.65 |
Real Estate | 2.19 | 2.36 |
Number of long holdings: 182
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 6.43 | 172.69 | -3.03% | |
Microsoft | US5949181045 | 6.33 | 428.02 | -0.76% | |
Eli Lilly | US5324571083 | 3.06 | 877.79 | -3.47% | |
UnitedHealth | US91324P1021 | 2.97 | 581.85 | +1.22% | |
Marsh McLennan | US5717481023 | 2.27 | 223.94 | +0.06% | |
Apple | US0378331005 | 2.18 | 227.79 | +0.12% | |
Philip Morris | US7181721090 | 1.85 | 120.62 | -0.19% | |
Comcast | US20030N1019 | 1.76 | 41.64 | +1.51% | |
Alphabet C | US02079K1079 | 1.64 | 165.29 | +0.89% | |
JPMorgan | US46625H1005 | 1.62 | 210.50 | +0.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 147.32B | 19.33 | 5.25 | 12.91 | ||
American Funds American Balanced A | 110.68B | 12.61 | 5.18 | 8.14 | ||
American Funds Invmt Co of Amer A | 92.93B | 19.30 | 10.78 | 11.43 | ||
American Funds Washington Mutual A | 88.86B | 17.23 | 10.62 | 11.47 | ||
VA CollegeAmerica 529 AMCAP 529A | 85.7B | 16.34 | 4.04 | 10.52 |
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