Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.37 | 0.37 | 0.00 |
Stocks | 99.26 | 99.26 | 0.00 |
Other | 0.37 | 0.37 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.16 | 14.64 |
Price to Book | 1.92 | 2.27 |
Price to Sales | 1.30 | 1.55 |
Price to Cash Flow | 9.17 | 9.89 |
Dividend Yield | 3.64 | 3.07 |
5 Years Earnings Growth | 10.70 | 10.10 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.49 | 16.34 |
Industrials | 17.55 | 23.57 |
Healthcare | 16.14 | 12.14 |
Consumer Cyclical | 9.50 | 11.62 |
Consumer Defensive | 9.31 | 9.45 |
Technology | 8.49 | 9.32 |
Basic Materials | 6.17 | 5.87 |
Energy | 5.09 | 5.78 |
Communication Services | 3.69 | 4.84 |
Utilities | 3.61 | 3.04 |
Real Estate | 1.97 | 1.77 |
Number of long holdings: 1,293
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novo Nordisk B | DK0062498333 | 3.28 | 745.4 | -0.96% | |
ASML Holding | NL0010273215 | 2.74 | 624.00 | +0.94% | |
Nestle | CH0038863350 | 2.17 | 80.82 | -1.17% | |
AstraZeneca | GB0009895292 | 2.03 | 10,114.0 | -8.40% | |
Novartis | CH0012005267 | 1.90 | 93.98 | -1.67% | |
SAP | DE0007164600 | 1.86 | 215.650 | +0.87% | |
Roche Holding Participation | CH0012032048 | 1.81 | 268.30 | -1.47% | |
Shell | GB00BP6MXD84 | 1.75 | 31.41 | +0.64% | |
Louis Vuitton | FR0000121014 | 1.41 | 602.60 | -0.68% | |
HSBC | GB0005405286 | 1.28 | 722.40 | +0.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 713.87B | 20.59 | 10.12 | - | ||
Vanguard 500 Index Admiral | 552.77B | 22.04 | 11.87 | 13.34 | ||
Vanguard Total Stock Market Admiral | 401.69B | 20.58 | 10.10 | 12.77 | ||
Vanguard Total Intl Stock Index Inv | 214.44B | 13.49 | 3.94 | 5.36 | ||
Vanguard 500 Index Institutional Se | 193.35B | 22.07 | 11.90 | - |
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