Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.330 | 2.330 | 0.000 |
Stocks | 97.680 | 97.680 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.536 | 16.905 |
Price to Book | 4.673 | 3.495 |
Price to Sales | 3.462 | 2.004 |
Price to Cash Flow | 18.011 | 12.316 |
Dividend Yield | 1.696 | 2.297 |
5 Years Earnings Growth | 9.667 | 8.602 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.340 | 22.254 |
Financial Services | 20.110 | 17.608 |
Healthcare | 14.620 | 11.626 |
Industrials | 11.390 | 9.880 |
Consumer Cyclical | 6.880 | 8.949 |
Consumer Defensive | 4.760 | 7.074 |
Utilities | 3.410 | 5.652 |
Communication Services | 2.750 | 6.534 |
Real Estate | 2.560 | 3.756 |
Basic Materials | 2.170 | 4.294 |
Number of long holdings: 63
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.86 | 423.35 | +1.14% | |
Apple | US0378331005 | 7.04 | 243.36 | -0.20% | |
Broadcom | US11135F1012 | 3.17 | 232.55 | +0.25% | |
JPMorgan | US46625H1005 | 3.00 | 243.28 | +1.37% | |
Eli Lilly | US5324571083 | 2.66 | 781.98 | +0.50% | |
Oracle | US68389X1054 | 2.33 | 166.32 | +0.17% | |
UnitedHealth | US91324P1021 | 2.26 | 513.00 | +1.68% | |
American Express | US0258161092 | 2.26 | 303.08 | +1.56% | |
Salesforce Inc | US79466L3024 | 1.96 | 332.90 | +0.68% | |
S&P Global | US78409V1044 | 1.94 | 499.57 | +0.82% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BE0058652646 | 2.55B | 14.71 | 1.81 | 10.03 | ||
BE0940002729 | 1.67B | 8.45 | 1.49 | 8.37 | ||
BE0948502365 | 1.84B | 24.20 | 5.56 | 13.66 | ||
DPAM INVEST B Eq NewGems Sust B Cap | 1.84B | 15.09 | 1.56 | 12.14 | ||
BE0946563377 | 1.84B | 15.05 | 2.42 | 12.42 |
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