Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 30.58 | 30.58 | 0.00 |
Shares | 64.23 | 126.71 | 62.48 |
Bonds | 0.65 | 0.65 | 0.00 |
Preferred | 1.43 | 1.43 | 0.00 |
Other | 3.11 | 3.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.61 | 16.64 |
Price to Book | 4.21 | 2.70 |
Price to Sales | 2.77 | 1.85 |
Price to Cash Flow | 12.18 | 9.96 |
Dividend Yield | 1.42 | 1.97 |
5 Years Earnings Growth | 12.23 | 11.03 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.14 | 21.53 |
Consumer Cyclical | 15.00 | 7.85 |
Utilities | 11.52 | 3.17 |
Communication Services | 11.41 | 9.10 |
Financial Services | 10.43 | 21.47 |
Industrials | 9.46 | 11.91 |
Healthcare | 5.44 | 10.66 |
Consumer Defensive | 4.83 | 5.01 |
Energy | 3.56 | 9.64 |
Real Estate | 0.19 | 0.90 |
Number of long holdings: 112
Number of short holdings: 58
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.35 | 417.00 | +1.00% | |
Amazon.com | US0231351067 | 5.55 | 197.12 | -0.64% | |
Apple | US0378331005 | 4.96 | 229.87 | +0.59% | |
Meta Platforms | US30303M1027 | 4.43 | 559.14 | -0.70% | |
NVIDIA | US67066G1040 | 3.92 | 141.95 | -3.22% | |
Alphabet A | US02079K3059 | 3.83 | 164.76 | -1.71% | |
McDonald’s | US5801351017 | 3.48 | 290.28 | +0.63% | |
JPMorgan | US46625H1005 | 3.12 | 248.55 | +1.55% | |
Fanatics Holdings Inc Class A | - | 3.11 | - | - | |
Salesforce Inc | US79466L3024 | 3.01 | 342.02 | +1.86% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Neuberger Berman Large Cap Value In | 6.07B | 14.22 | 3.87 | 10.45 | ||
Neuberger Berman Genesis R6 | 5.01B | 10.06 | 1.71 | 9.99 | ||
Neuberger Berman Genesis Instl | 2.81B | 9.97 | 1.61 | 9.89 | ||
Neuberger Berman Guardian Inv | 1.89B | 17.54 | 6.68 | 13.45 | ||
Neuberger Berman Genesis Inv | 1.83B | 9.82 | 1.45 | 9.72 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review