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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.240 | 9.420 | 8.180 |
Shares | 98.690 | 98.690 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.647 | 16.342 |
Price to Book | 2.508 | 2.722 |
Price to Sales | 1.727 | 2.092 |
Price to Cash Flow | 10.650 | 10.483 |
Dividend Yield | 2.266 | 2.778 |
5 Years Earnings Growth | 10.558 | 13.012 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.680 | 20.011 |
Financial Services | 15.210 | 19.445 |
Healthcare | 13.460 | 12.883 |
Consumer Cyclical | 11.280 | 12.526 |
Industrials | 8.960 | 13.902 |
Communication Services | 7.780 | 9.222 |
Consumer Defensive | 6.570 | 8.423 |
Basic Materials | 3.620 | 9.101 |
Energy | 3.130 | 8.368 |
Utilities | 2.820 | 5.566 |
Real Estate | 2.490 | 4.457 |
Number of long holdings: 1,574
Number of short holdings: 105
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.10 | 255.27 | +0.31% | |
Microsoft | US5949181045 | 4.54 | 435.25 | -0.31% | |
E-mini S&P 500 Dec13 | - | 2.96 | - | - | |
Amazon.com | US0231351067 | 2.33 | 224.95 | +0.01% | |
NVIDIA | US67066G1040 | 1.91 | 139.63 | +3.66% | |
Alphabet A | US02079K3059 | 1.40 | 194.58 | +1.66% | |
Meta Platforms | US30303M1027 | 1.26 | 599.85 | +2.49% | |
Alphabet C | US02079K1079 | 1.26 | 195.99 | +1.57% | |
Tesla | US88160R1014 | 1.08 | 430.74 | +2.30% | |
UnitedHealth | US91324P1021 | 0.95 | 506.34 | +1.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BKBY5X83 | 10.6B | 7.32 | 2.04 | - | ||
Mercer Diversified Growth Fund M10 | 810.63M | 8.65 | 2.51 | 4.43 | ||
IE00BD6K7X62 | 418.01K | 8.33 | 2.68 | - | ||
IE00BKLFW419 | 49.48M | 7.97 | 2.31 | - | ||
IE00BKBY5Z08 | 289.21M | 9.09 | 3.57 | - |
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