![Further evidence on disinflation progress needed for more rate cuts: Fed](https://i-invdn-com.investing.com/news/moved_small-LYNXMPEI710GU_L.jpg)
![Martyn Clement](https://lh4.googleusercontent.com/-paQJxD6xMoE/AAAAAAAAAAI/AAAAAAAAAAA/AAKWJJNKBOOeMlp5VHwos7pOYvUVvwoHdA/photo.jpg)
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.870 | 0.870 | 0.000 |
Stocks | 99.050 | 99.050 | 0.000 |
Bonds | 0.010 | 0.010 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.055 | 18.074 |
Price to Book | 3.133 | 3.054 |
Price to Sales | 2.264 | 2.226 |
Price to Cash Flow | 13.485 | 12.393 |
Dividend Yield | 1.934 | 2.025 |
5 Years Earnings Growth | 9.913 | 10.668 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.520 | 24.112 |
Financial Services | 15.490 | 16.377 |
Consumer Cyclical | 10.990 | 10.734 |
Healthcare | 10.420 | 12.977 |
Industrials | 9.880 | 11.408 |
Communication Services | 8.300 | 7.952 |
Consumer Defensive | 5.960 | 7.635 |
Energy | 3.760 | 3.485 |
Basic Materials | 3.010 | 3.924 |
Utilities | 2.560 | 2.590 |
Real Estate | 2.110 | 2.722 |
Number of long holdings: 1,427
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.36 | 244.87 | +0.16% | |
NVIDIA | US67066G1040 | 4.64 | 139.23 | -0.12% | |
Microsoft | US5949181045 | 4.19 | 414.77 | +1.25% | |
Amazon.com | US0231351067 | 2.92 | 226.63 | -0.01% | |
Meta Platforms | US30303M1027 | 1.80 | 703.77 | -1.76% | |
Tesla | US88160R1014 | 1.63 | 360.56 | +1.82% | |
Alphabet A | US02079K3059 | 1.56 | 185.27 | +0.82% | |
Broadcom | US11135F1012 | 1.45 | 228.73 | +0.09% | |
Alphabet C | US02079K1079 | 1.34 | 187.13 | +0.72% | |
JPMorgan | US46625H1005 | 0.96 | 279.25 | -0.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Developed World Index Sub Fund Flex | 24.55B | 3.93 | 12.26 | 12.67 | ||
Developed World Index Sub Fund GBP | 24.55B | 3.92 | 12.34 | 12.61 | ||
Developed World Index Sub Fund InsG | 24.55B | 21.06 | 8.84 | 12.19 | ||
Developed World ex Tobacco Index FG | 3.9B | 22.62 | 9.44 | 12.52 | ||
Developed World ex Tobacco Index Su | 3.9B | 22.44 | 9.30 | 12.35 |
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