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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.030 | 0.030 | 0.000 |
Shares | 99.970 | 99.970 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.592 | 28.313 |
Price to Book | 6.109 | 6.932 |
Price to Sales | 4.385 | 4.419 |
Price to Cash Flow | 22.314 | 18.720 |
Dividend Yield | 0.471 | 0.723 |
5 Years Earnings Growth | 17.323 | 15.832 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.570 | 39.804 |
Financial Services | 25.090 | 9.242 |
Consumer Cyclical | 13.420 | 13.572 |
Communication Services | 10.350 | 11.495 |
Industrials | 9.230 | 7.044 |
Healthcare | 8.880 | 12.505 |
Basic Materials | 3.330 | 1.777 |
Real Estate | 1.990 | 1.562 |
Consumer Defensive | 1.140 | 3.615 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 11.47 | 428.15 | +0.81% | |
Amazon.com | US0231351067 | 8.14 | 187.83 | +0.78% | |
Brookfield | CA11271J1075 | 5.36 | 53.50 | -1.44% | |
Transdigm | US8936411003 | 5.25 | 1,354.83 | +0.69% | |
Alphabet C | US02079K1079 | 5.24 | 166.99 | +1.50% | |
Mastercard | US57636Q1040 | 4.87 | 507.36 | -0.64% | |
Visa A | US92826C8394 | 4.25 | 281.73 | -0.53% | |
Progressive | US7433151039 | 4.09 | 243.78 | -1.25% | |
Netflix | US64110L1061 | 3.87 | 754.68 | +0.02% | |
Danaher | US2358511028 | 3.65 | 245.39 | -1.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 13.94B | 19.74 | 8.41 | 13.11 | ||
Principal Equity Income Inst | 7.61B | 17.44 | 8.71 | 10.13 | ||
Principal Large Cap S&P 500 Index I | 6.09B | 21.93 | 11.71 | 13.18 | ||
Principal Preferred Securities Inst | 4.43B | 9.99 | 1.33 | 4.45 | ||
Principal Real Estate Securities In | 3.92B | 13.50 | 3.34 | 8.55 |
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