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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.940 | 99.970 | 0.030 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.056 | 18.312 |
Price to Book | 3.132 | 3.093 |
Price to Sales | 2.268 | 2.255 |
Price to Cash Flow | 13.497 | 12.481 |
Dividend Yield | 1.932 | 2.009 |
5 Years Earnings Growth | 9.872 | 10.623 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.530 | 23.997 |
Financial Services | 15.520 | 16.392 |
Consumer Cyclical | 11.010 | 10.765 |
Healthcare | 10.430 | 13.074 |
Industrials | 9.860 | 11.446 |
Communication Services | 8.270 | 7.996 |
Consumer Defensive | 5.960 | 7.546 |
Energy | 3.760 | 3.477 |
Basic Materials | 3.020 | 3.920 |
Utilities | 2.530 | 2.539 |
Real Estate | 2.110 | 2.724 |
Number of long holdings: 1,406
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.45 | 213.49 | +1.82% | |
NVIDIA | US67066G1040 | 4.72 | 121.67 | +5.27% | |
Microsoft | US5949181045 | 4.26 | 388.56 | +2.58% | |
Amazon.com | US0231351067 | 2.97 | 197.95 | +2.09% | |
Meta Platforms | US30303M1027 | 1.83 | 607.60 | +2.96% | |
Tesla | US88160R1014 | 1.66 | 249.98 | +3.86% | |
Alphabet A | US02079K3059 | 1.59 | 165.49 | +1.68% | |
Broadcom | US11135F1012 | 1.47 | 195.54 | +2.18% | |
Alphabet C | US02079K1079 | 1.37 | 167.62 | +1.75% | |
JPMorgan | US46625H1005 | 0.98 | 232.30 | +3.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Index Ins USD | 19.46B | 18.58 | 6.27 | 9.83 | ||
Global Stock Index Institutional Pl | 19.46B | 3.51 | 9.54 | 10.50 | ||
US 500 Stock Index Ins USD | 13.28B | 24.39 | 8.35 | 12.40 | ||
US 500 Stock Index Institutional Pl | 13.28B | 2.76 | 11.34 | 13.10 | ||
US 500 Stock Index Inv USD | 13.28B | 24.39 | 8.35 | 12.32 |
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