Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.650 | 3.650 | 0.000 |
Shares | 96.350 | 96.350 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.220 | 16.977 |
Price to Book | 2.510 | 2.604 |
Price to Sales | 1.793 | 1.888 |
Price to Cash Flow | 11.515 | 11.424 |
Dividend Yield | 1.979 | 2.174 |
5 Years Earnings Growth | 15.086 | 12.653 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.710 | 20.473 |
Financial Services | 15.830 | 12.969 |
Industrials | 13.020 | 16.997 |
Communication Services | 11.160 | 6.538 |
Consumer Cyclical | 10.720 | 10.903 |
Healthcare | 9.750 | 13.644 |
Utilities | 6.170 | 3.731 |
Consumer Defensive | 4.520 | 7.830 |
Real Estate | 2.890 | 4.340 |
Basic Materials | 2.710 | 8.220 |
Energy | 0.530 | 6.363 |
Number of long holdings: 294
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.73 | 243.36 | -0.20% | |
NVIDIA | US67066G1040 | 4.64 | 144.47 | +4.45% | |
Microsoft | US5949181045 | 3.60 | 423.35 | +1.14% | |
Alphabet A | US02079K3059 | 1.79 | 191.79 | +1.25% | |
Amazon.com | US0231351067 | 1.78 | 224.19 | +1.80% | |
Meta Platforms | US30303M1027 | 1.55 | 604.63 | +0.90% | |
Alphabet C | US02079K1079 | 1.17 | 193.13 | +1.31% | |
Novo Nordisk B | DK0062498333 | 0.95 | 637.5 | -0.20% | |
Netflix | US64110L1061 | 0.94 | 881.05 | -0.64% | |
Bank of America | US0605051046 | 0.86 | 44.81 | +1.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Mutual Global Equity Fund R | 40.03B | 21.67 | 14.34 | 15.78 | ||
Old Mutual Global Equity Fund A | 40.03B | 20.71 | 13.36 | 14.83 | ||
Old Mutual Balanced Fund R | 22.78B | 12.45 | 8.60 | 7.66 | ||
Old Mutual Balanced Fund A | 22.78B | 12.10 | 8.23 | 7.29 | ||
Old Mutual Balanced Fund B1 | 22.78B | 12.51 | 8.67 | 7.73 |
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