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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.720 | 4.410 | 1.690 |
Stocks | 97.260 | 97.320 | 0.060 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.511 | 18.412 |
Price to Book | 2.197 | 2.815 |
Price to Sales | 1.554 | 1.853 |
Price to Cash Flow | 8.085 | 11.255 |
Dividend Yield | 2.656 | 2.026 |
5 Years Earnings Growth | 10.888 | 11.627 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.460 | 24.578 |
Financial Services | 15.080 | 14.435 |
Healthcare | 14.500 | 15.045 |
Consumer Cyclical | 11.120 | 11.653 |
Industrials | 8.620 | 10.542 |
Consumer Defensive | 7.470 | 6.618 |
Communication Services | 7.260 | 6.613 |
Energy | 5.330 | 2.333 |
Basic Materials | 4.040 | 4.672 |
Utilities | 3.200 | 1.870 |
Real Estate | 2.920 | 1.645 |
Number of long holdings: 1,489
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.99 | 222.91 | -1.33% | |
Microsoft | US5949181045 | 3.65 | 410.37 | +0.99% | |
Amazon.com | US0231351067 | 2.28 | 197.93 | +6.19% | |
Tesla | US88160R1014 | 1.53 | 248.98 | -0.35% | |
Alphabet A | US02079K3059 | 1.27 | 171.29 | +0.11% | |
Alphabet C | US02079K1079 | 1.20 | 172.65 | -0.02% | |
UnitedHealth | US91324P1021 | 1.03 | 567.56 | +0.54% | |
J&J | US4781601046 | 0.92 | 160.13 | +0.17% | |
Exxon Mobil | US30231G1022 | 0.81 | 114.95 | -1.57% | |
Berkshire Hathaway B | US0846707026 | 0.75 | 452.14 | +0.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AMP Capital NZ Shares Index Fund | 383.83M | 6.13 | -1.59 | - | ||
AMP Capital Core Global Shares Fund | 60.44M | 20.72 | 13.18 | 11.90 | ||
AMP IL Managed Balanced Fund C | 39.53M | - | - | - | ||
AMP Capital Responsible Investment | 35.81M | 11.05 | -1.76 | 10.47 | ||
AMP NZRT International Shares | 23.91M | 19.01 | 8.94 | 10.46 |
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