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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.64 | 1.64 | 0.00 |
Shares | 98.36 | 99.65 | 1.29 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.45 | 20.03 |
Price to Book | 3.95 | 3.89 |
Price to Sales | 2.64 | 2.54 |
Price to Cash Flow | 14.03 | 13.69 |
Dividend Yield | 1.53 | 1.70 |
5 Years Earnings Growth | 11.73 | 11.07 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.55 | 27.65 |
Financial Services | 13.16 | 12.75 |
Healthcare | 12.92 | 13.92 |
Consumer Cyclical | 10.78 | 10.49 |
Industrials | 8.79 | 9.86 |
Communication Services | 8.74 | 7.31 |
Consumer Defensive | 5.81 | 7.35 |
Energy | 3.94 | 3.89 |
Basic Materials | 2.26 | 1.85 |
Utilities | 2.20 | 3.25 |
Real Estate | 1.84 | 1.66 |
Number of long holdings: 221
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.52 | 446.95 | -1.30% | |
Apple | US0378331005 | 6.81 | 210.61 | -1.63% | |
NVIDIA | US67066G1040 | 3.90 | 123.50 | -0.40% | |
Amazon.com | US0231351067 | 3.66 | 193.25 | -2.33% | |
Alphabet C | US02079K1079 | 2.98 | 183.42 | -1.84% | |
Meta Platforms | US30303M1027 | 2.25 | 503.89 | -3.02% | |
Berkshire Hathaway B | US0846707026 | 2.14 | 406.80 | -0.28% | |
JPMorgan | US46625H1005 | 1.54 | 202.26 | +1.55% | |
Visa A | US92826C8394 | 1.51 | 262.47 | -1.55% | |
UnitedHealth | US91324P1021 | 1.48 | 509.34 | +4.71% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Gateway Y | 5.37B | 6.23 | 4.18 | 5.16 | ||
Natixis ASG Managed Futures StrateY | 2B | 10.09 | 8.18 | 5.79 | ||
Loomis Sayles Sr Floating Rate andY | 797.63M | 3.58 | 4.17 | 3.70 | ||
Loomis Sayles Sr Floating Rate andA | 797.63M | 3.47 | 3.91 | 3.44 | ||
Loomis Sayles Sr Floating Rate andC | 797.63M | 3.15 | 3.12 | 2.66 |
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