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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.830 | 2.830 | 0.000 |
Shares | 97.180 | 97.180 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.246 | 17.782 |
Price to Book | 2.271 | 2.856 |
Price to Sales | 1.157 | 2.026 |
Price to Cash Flow | 9.713 | 11.657 |
Dividend Yield | 2.523 | 2.105 |
5 Years Earnings Growth | 11.021 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.490 | 22.061 |
Financial Services | 15.000 | 15.464 |
Healthcare | 12.380 | 14.310 |
Consumer Cyclical | 11.360 | 10.670 |
Industrials | 9.460 | 12.104 |
Communication Services | 7.280 | 7.260 |
Consumer Defensive | 6.380 | 8.416 |
Energy | 4.290 | 4.026 |
Basic Materials | 3.500 | 4.379 |
Utilities | 2.450 | 2.559 |
Real Estate | 2.400 | 2.805 |
Number of long holdings: 187
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.79 | 420.21 | -0.19% | |
SWC (LU) EF Syst Resp USA NT | LU1900091650 | 4.26 | - | - | |
Apple | US0378331005 | 3.84 | 189.87 | +0.02% | |
Alphabet A | US02079K3059 | 2.67 | 176.06 | +1.08% | |
NVIDIA | US67066G1040 | 2.39 | 924.79 | -1.99% | |
Amazon.com | US0231351067 | 2.39 | 184.70 | +0.58% | |
Eli Lilly | US5324571083 | 1.32 | 770.09 | -0.13% | |
J&J | US4781601046 | 1.12 | 154.68 | +0.26% | |
Merck&Co | US58933Y1055 | 1.02 | 131.20 | +0.24% | |
Salesforce Inc | US79466L3024 | 0.96 | 285.43 | +0.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SWPortfolio Fund Yield R | 609.93M | 1.52 | -1.78 | 1.25 | ||
SWEquity Fund Selection Intl P | 119.44M | 10.74 | 10.62 | 8.53 |
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