Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.500 | 3.300 | 0.800 |
Stocks | 97.500 | 97.500 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.083 | 17.741 |
Price to Book | 2.786 | 2.848 |
Price to Sales | 2.073 | 2.034 |
Price to Cash Flow | 13.619 | 11.703 |
Dividend Yield | 1.789 | 2.123 |
5 Years Earnings Growth | 11.064 | 10.987 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.630 | 22.014 |
Healthcare | 17.720 | 14.297 |
Financial Services | 16.730 | 15.565 |
Consumer Cyclical | 11.810 | 10.524 |
Industrials | 9.870 | 12.117 |
Consumer Defensive | 7.510 | 8.411 |
Communication Services | 6.400 | 7.318 |
Basic Materials | 3.420 | 4.394 |
Energy | 1.530 | 4.056 |
Utilities | 1.020 | 2.616 |
Real Estate | 0.360 | 2.775 |
Number of long holdings: 153
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Artisan Global Opportunities Fund Class I US Dolla | IE00B615T757 | 16.85 | 32.310 | +0.15% | |
Microsoft | US5949181045 | 4.25 | 446.95 | -1.30% | |
Taiwan Semiconductor | US8740391003 | 2.44 | 173.81 | +1.27% | |
UnitedHealth | US91324P1021 | 2.41 | 509.34 | +4.71% | |
Alphabet A | US02079K3059 | 1.96 | 182.15 | -1.76% | |
Meta Platforms | US30303M1027 | 1.73 | 503.89 | -3.02% | |
Novo Nordisk B | DK0062498333 | 1.64 | 1,005.6 | +0.30% | |
CME Group | US12572Q1058 | 1.61 | 196.60 | +0.55% | |
Mastercard | US57636Q1040 | 1.58 | 441.16 | -0.36% | |
NVIDIA | US67066G1040 | 1.55 | 123.50 | -0.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00B1P83Q26 | 4.04B | 10.09 | 6.00 | 6.04 | ||
IE0004621052 | 2.85B | 11.54 | 5.80 | 15.15 | ||
IE00BG0D0J96 | 2.07B | 6.12 | 0.02 | - | ||
IE00BG0D0K02 | 2.07B | 3.74 | -3.92 | - | ||
IE00BJYLJ930 | 1.84B | 3.80 | -1.13 | - |
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