Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.150 | 3.150 | 0.000 |
Stocks | 96.730 | 96.730 | 0.000 |
Other | 0.120 | 0.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.928 | 16.331 |
Price to Book | 3.516 | 2.736 |
Price to Sales | 2.801 | 2.104 |
Price to Cash Flow | 14.365 | 10.502 |
Dividend Yield | 1.624 | 2.778 |
5 Years Earnings Growth | 14.148 | 12.849 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.510 | 19.897 |
Healthcare | 16.550 | 12.806 |
Consumer Cyclical | 12.600 | 12.495 |
Financial Services | 12.560 | 19.592 |
Industrials | 11.900 | 13.882 |
Communication Services | 11.130 | 9.245 |
Basic Materials | 4.320 | 9.071 |
Consumer Defensive | 4.300 | 8.467 |
Energy | 2.700 | 8.393 |
Utilities | 0.980 | 5.605 |
Real Estate | 0.450 | 4.459 |
Number of long holdings: 255
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.78 | 615.86 | +0.84% | |
Microsoft | US5949181045 | 3.26 | 418.95 | -1.32% | |
Taiwan Semicon | TW0002330008 | 3.23 | 1,100.00 | 0.00% | |
Broadcom | US11135F1012 | 2.79 | 224.31 | -2.18% | |
Novo Nordisk B | DK0062498333 | 2.50 | 632.3 | +0.37% | |
NVIDIA | US67066G1040 | 2.24 | 135.91 | -3.00% | |
Tesla | US88160R1014 | 1.96 | 394.74 | -0.05% | |
AstraZeneca | GB0009895292 | 1.58 | 10,982.0 | -0.05% | |
Eli Lilly | US5324571083 | 1.51 | 799.90 | +1.61% | |
Netflix | US64110L1061 | 1.41 | 837.69 | -4.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU2133218979 | 15.73B | 16.25 | 2.26 | - | ||
LU1006075656 | 1.44B | 15.74 | 3.11 | 6.31 | ||
LU1481181086 | 519.18M | 6.20 | -1.59 | 5.87 | ||
LU1481179858 | 519.18M | 5.25 | -2.46 | 4.89 | ||
Capital Group Investment Ame B EUR | 412.56M | 23.34 | 9.09 | 10.12 |
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