
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 29.53 | 30.30 | 0.77 |
Stocks | 71.64 | 72.11 | 0.47 |
Other | 0.28 | 0.28 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.79 | 16.94 |
Price to Book | 3.62 | 2.78 |
Price to Sales | 2.84 | 1.93 |
Price to Cash Flow | 15.42 | 10.18 |
Dividend Yield | 1.50 | 1.93 |
5 Years Earnings Growth | 10.20 | 10.91 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.09 | 23.78 |
Financial Services | 21.75 | 20.73 |
Communication Services | 13.48 | 9.92 |
Healthcare | 10.96 | 12.39 |
Industrials | 8.39 | 9.73 |
Consumer Defensive | 6.84 | 4.95 |
Consumer Cyclical | 6.44 | 8.40 |
Energy | 4.13 | 8.55 |
Utilities | 2.29 | 3.04 |
Basic Materials | 0.61 | 1.73 |
Number of long holdings: 81
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.20 | 375.39 | -0.90% | |
Apple | US0378331005 | 4.01 | 222.00 | +1.88% | |
NVIDIA | US67066G1040 | 3.90 | 108.38 | -1.18% | |
Berkshire Hathaway B | US0846707026 | 3.56 | 532.58 | +1.19% | |
Alphabet A | US02079K3059 | 3.13 | 154.54 | +0.14% | |
Amazon.com | US0231351067 | 2.94 | 190.26 | -1.28% | |
Wells Fargo&Co | US9497461015 | 2.42 | 71.79 | +1.56% | |
Meta Platforms | US30303M1027 | 2.37 | 576.36 | -0.07% | |
3M | US88579Y1010 | 1.52 | 146.86 | +1.39% | |
P&G | US7427181091 | 1.49 | 170.43 | +1.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AB Large Cap Growth Advisor | 13.21B | -0.80 | 11.62 | 14.95 | ||
AB International Strat Eqs Adv | 6.91B | 7.16 | 6.28 | - | ||
AB Large Cap Growth Z | 5.7B | -0.80 | 11.70 | - | ||
AB Intermediate Diversified Muni Ad | 4.79B | 1.47 | 1.76 | - | ||
AB Intermediate Diversified Muni C | 4.79B | 1.30 | 0.72 | 0.88 |
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