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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.81 | 2.14 | 0.33 |
Stocks | 98.08 | 98.08 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 30.38 | 27.81 |
Price to Book | 7.69 | 6.60 |
Price to Sales | 4.34 | 4.16 |
Price to Cash Flow | 19.91 | 18.17 |
Dividend Yield | 0.48 | 0.72 |
5 Years Earnings Growth | 17.13 | 14.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 43.51 | 38.68 |
Healthcare | 15.04 | 12.73 |
Consumer Cyclical | 10.93 | 14.02 |
Communication Services | 10.03 | 11.37 |
Financial Services | 8.60 | 9.23 |
Industrials | 7.17 | 7.31 |
Consumer Defensive | 3.03 | 3.75 |
Real Estate | 1.26 | 1.64 |
Energy | 0.36 | 1.86 |
Basic Materials | 0.07 | 1.89 |
Utilities | 0.02 | 1.02 |
Number of long holdings: 468
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.26 | 456.73 | +2.19% | |
NVIDIA | US67066G1040 | 7.79 | 124.30 | +0.62% | |
Amazon.com | US0231351067 | 6.18 | 197.20 | +2.04% | |
Apple | US0378331005 | 4.89 | 216.73 | +2.90% | |
Alphabet A | US02079K3059 | 3.62 | 182.99 | +0.46% | |
Mastercard | US57636Q1040 | 3.22 | 437.61 | -0.80% | |
Intuit | US4612021034 | 3.00 | 650.77 | -0.98% | |
Intuitive Surgical | US46120E6023 | 2.76 | 436.24 | -1.94% | |
Meta Platforms | US30303M1027 | 2.60 | 504.60 | +0.08% | |
Costco | US22160K1051 | 2.30 | 845.67 | -0.51% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.09B | 7.52 | 5.60 | 12.19 | ||
Principal Equity Income Inst | 7.04B | 7.15 | 4.54 | 9.24 | ||
Principal Large Cap S&P 500 Index I | 5.43B | 11.24 | 9.38 | 12.49 | ||
Principal Preferred Securities Inst | 4.29B | 4.39 | 0.16 | 4.00 | ||
Principal Real Estate Securities In | 3.48B | -3.54 | -0.67 | 6.61 |
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