Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.000 | 4.000 | 0.000 |
Stocks | 96.000 | 96.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.146 | 18.057 |
Price to Book | 3.610 | 3.049 |
Price to Sales | 2.684 | 2.221 |
Price to Cash Flow | 12.883 | 12.376 |
Dividend Yield | 1.925 | 2.029 |
5 Years Earnings Growth | 10.203 | 10.839 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.940 | 23.984 |
Industrials | 18.030 | 11.480 |
Financial Services | 13.590 | 16.345 |
Healthcare | 12.530 | 13.087 |
Consumer Cyclical | 7.810 | 10.638 |
Communication Services | 7.370 | 7.836 |
Consumer Defensive | 6.910 | 7.683 |
Utilities | 4.960 | 2.608 |
Energy | 3.860 | 3.539 |
Basic Materials | 3.330 | 4.000 |
Real Estate | 0.680 | 2.756 |
Number of long holdings: 204
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.73 | 221.27 | +2.60% | |
Microsoft | US5949181045 | 2.61 | 415.06 | +0.02% | |
Apple | US0378331005 | 2.49 | 236.00 | -0.67% | |
Novo Nordisk B | DK0062498333 | 1.83 | 607.3 | +0.60% | |
AstraZeneca | GB0009895292 | 1.72 | 11,344.0 | +0.27% | |
Safran | FR0000073272 | 1.70 | 239.90 | +0.63% | |
JPMorgan | US46625H1005 | 1.53 | 267.30 | -0.35% | |
SAP | DE0007164600 | 1.50 | 268.500 | +0.17% | |
Alphabet A | US02079K3059 | 1.44 | 204.02 | +1.57% | |
Taiwan Semiconductor | US8740391003 | 1.39 | 209.32 | +0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 16.53B | 16.40 | 2.38 | 10.88 | ||
Capital Group New Perspective Funzc | 16.53B | 16.07 | 2.10 | 10.67 | ||
Capital Group New Perspective Fuzdc | 16.53B | 16.09 | 2.12 | 10.67 | ||
Capital Group New Perspective Fubc | 16.53B | 15.18 | 1.35 | 9.80 | ||
Capital Group Global Allocation Fzc | 1.54B | 16.63 | 3.91 | 7.17 |
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