Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.000 | 2.000 | 0.000 |
Stocks | 97.990 | 98.040 | 0.050 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.543 | 17.920 |
Price to Book | 4.314 | 3.008 |
Price to Sales | 3.315 | 2.197 |
Price to Cash Flow | 15.200 | 12.283 |
Dividend Yield | 1.519 | 2.054 |
5 Years Earnings Growth | 12.774 | 11.330 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.160 | 23.503 |
Healthcare | 14.590 | 13.547 |
Consumer Cyclical | 11.330 | 10.463 |
Financial Services | 10.360 | 16.132 |
Industrials | 8.130 | 11.592 |
Communication Services | 6.740 | 7.639 |
Utilities | 5.370 | 2.726 |
Basic Materials | 5.260 | 4.138 |
Consumer Defensive | 3.940 | 7.797 |
Energy | 2.920 | 3.648 |
Real Estate | 2.210 | 2.814 |
Number of long holdings: 86
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.33 | 254.49 | +1.88% | |
Microsoft | US5949181045 | 5.13 | 436.60 | -0.10% | |
NVIDIA | US67066G1040 | 3.88 | 134.70 | +3.08% | |
Amazon.com | US0231351067 | 3.84 | 224.92 | +0.73% | |
UnitedHealth | US91324P1021 | 2.80 | 500.13 | +2.22% | |
NextEra Energy | US65339F1012 | 2.73 | 71.67 | +2.72% | |
Meta Platforms | US30303M1027 | 2.26 | 585.25 | -1.73% | |
P&G | US7427181091 | 1.98 | 168.06 | -0.67% | |
JPMorgan | US46625H1005 | 1.86 | 237.60 | +1.99% | |
Parker-Hannifin | US7010941042 | 1.63 | 647.20 | +1.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
UniGlobal | 20.08B | 26.92 | 10.89 | 12.04 | ||
UniGlobal I | 20.08B | 27.51 | 11.45 | 12.60 | ||
PrivatFonds: Kontrolliert | 15.62B | 11.24 | 0.98 | 1.76 | ||
UniFavorit: Aktien | 12.98B | 31.31 | 11.60 | 11.74 | ||
UniFavorit: Aktien I | 12.98B | 31.80 | 12.12 | 12.24 |
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