Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.760 | 8.910 | 0.150 |
Stocks | 30.440 | 30.510 | 0.070 |
Bonds | 35.040 | 35.040 | 0.000 |
Convertible | 22.710 | 22.710 | 0.000 |
Preferred | 3.040 | 3.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.519 | 15.235 |
Price to Book | 4.546 | 2.116 |
Price to Sales | 2.936 | 1.573 |
Price to Cash Flow | 16.730 | 8.866 |
Dividend Yield | 1.238 | 2.579 |
5 Years Earnings Growth | 14.996 | 12.325 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.990 | 17.877 |
Financial Services | 13.030 | 16.653 |
Consumer Cyclical | 12.280 | 12.758 |
Healthcare | 11.600 | 11.242 |
Communication Services | 8.530 | 7.946 |
Industrials | 8.050 | 12.471 |
Utilities | 5.360 | 3.863 |
Consumer Defensive | 3.650 | 6.795 |
Real Estate | 3.060 | 2.743 |
Basic Materials | 2.500 | 6.189 |
Energy | 1.950 | 5.329 |
Number of long holdings: 452
Number of short holdings: 20
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 2.15 | 139.67 | +3.69% | |
Apple | US0378331005 | 2.03 | 255.27 | +0.31% | |
Microsoft | US5949181045 | 2.00 | 435.25 | -0.31% | |
Amazon.com | US0231351067 | 1.08 | 225.06 | +0.06% | |
Wells Fargo Pref L | US9497468044 | 1.00 | 1,178.99 | -0.59% | |
Tenet Healthcare Corporation 6.125% | - | 0.86 | - | - | |
Meta Platforms | US30303M1027 | 0.86 | 599.85 | +2.49% | |
Welltower OP LLC 3.125% | - | 0.82 | - | - | |
PG&E Corporation 4.25% | - | 0.81 | - | - | |
Alphabet A | US02079K3059 | 0.79 | 194.63 | +1.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1997245094 | 2.73B | 10.28 | -19.33 | - | ||
Allianz European Equity Dividend AM | 1.48B | 8.63 | 7.40 | 5.00 | ||
LU1794554557 | 367.08M | 11.72 | -17.16 | - |
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