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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.400 | 2.400 | 0.000 |
Shares | 97.450 | 97.450 | 0.000 |
Preferred | 0.140 | 0.140 | 0.000 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.138 | 28.580 |
Price to Book | 6.279 | 7.272 |
Price to Sales | 4.104 | 4.753 |
Price to Cash Flow | 17.757 | 19.370 |
Dividend Yield | 0.649 | 0.701 |
5 Years Earnings Growth | 12.924 | 15.897 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.460 | 41.268 |
Healthcare | 14.780 | 11.874 |
Industrials | 13.620 | 5.953 |
Consumer Cyclical | 13.070 | 13.920 |
Communication Services | 12.030 | 13.267 |
Financial Services | 7.220 | 7.726 |
Consumer Defensive | 2.100 | 2.829 |
Basic Materials | 1.440 | 1.657 |
Real Estate | 0.720 | 1.566 |
Utilities | 0.290 | 0.442 |
Energy | 0.290 | 0.869 |
Number of long holdings: 179
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.25 | 415.06 | -6.17% | |
Broadcom | US11135F1012 | 5.65 | 218.93 | +6.10% | |
Amazon.com | US0231351067 | 5.15 | 235.75 | -0.56% | |
Meta Platforms | US30303M1027 | 3.49 | 702.01 | +3.77% | |
Alphabet A | US02079K3059 | 3.48 | 199.88 | +2.28% | |
Apple | US0378331005 | 3.41 | 238.87 | -0.21% | |
Salesforce Inc | US79466L3024 | 3.00 | 345.00 | -2.54% | |
Transdigm | US8936411003 | 2.77 | 1,355.86 | +1.27% | |
Eli Lilly | US5324571083 | 2.72 | 812.25 | +1.02% | |
NVIDIA | US67066G1040 | 2.58 | 120.29 | -2.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 157.48B | 28.43 | 6.87 | 13.67 | ||
American Funds American Balanced A | 112.08B | 14.95 | 4.82 | 8.14 | ||
American Funds Invmt Co of Amer A | 96.58B | 24.95 | 10.70 | 11.82 | ||
American Funds Washington Mutual A | 89.96B | 19.01 | 8.49 | 11.36 | ||
American Funds Income Fund of Amer | 77.73B | 10.84 | 3.73 | 6.72 |
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