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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3 | 4 | 0 |
Stocks | 97 | 97 | 0 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10 | 18 |
Price to Book | 2 | 3 |
Price to Sales | 1 | 2 |
Price to Cash Flow | 5 | 12 |
Dividend Yield | 4 | 2 |
5 Years Earnings Growth | 11 | 11 |
Name | Net % | Category Average |
---|---|---|
Technology | 27 | 23 |
Healthcare | 17 | 14 |
Energy | 11 | 4 |
Industrials | 10 | 12 |
Financial Services | 8 | 16 |
Basic Materials | 8 | 4 |
Consumer Cyclical | 7 | 11 |
Consumer Defensive | 6 | 8 |
Communication Services | 4 | 7 |
Real Estate | 2 | 3 |
Utilities | 2 | 3 |
Number of long holdings: 225
Number of short holdings: 27
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.16 | 227.48 | +2.14% | |
UnitedHealth | US91324P1021 | 3.11 | 605.45 | +1.47% | |
ConocoPhillips | US20825C1045 | 2.68 | 112.40 | -1.08% | |
Pfizer | US7170811035 | 2.50 | 27.46 | +0.37% | |
Elevance Health | US0367521038 | 2.32 | 429.34 | +0.10% | |
Cisco | US17275R1023 | 2.29 | 58.08 | +0.36% | |
Texas Instruments | US8825081040 | 2.20 | 217.54 | +1.20% | |
Novo Nordisk A/S Class B | DK0060534915 | 1.90 | - | - | |
BHP Group Ltd | AU000000BHP4 | 1.85 | 43.400 | +0.95% | |
Accenture | IE00B4BNMY34 | 1.83 | 360.71 | +1.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BKBY5X83 | 9.72B | -17.67 | - | - | ||
Mercer Diversified Growth Fund M10 | 821.3M | 9.23 | 2.45 | 4.68 | ||
IE00BD6K7X62 | 6.46B | - | - | - | ||
IE00BKLFW419 | 6.42B | -16.12 | - | - | ||
IE00BKBY5Z08 | 6.42B | -15.35 | - | - |
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