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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.420 | 5.420 | 0.000 |
Stocks | 94.580 | 94.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.101 | 23.871 |
Price to Book | 3.186 | 4.606 |
Price to Sales | 2.365 | 3.408 |
Price to Cash Flow | 12.810 | 16.464 |
Dividend Yield | 1.566 | 1.249 |
5 Years Earnings Growth | 11.160 | 13.171 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.430 | 27.121 |
Healthcare | 17.520 | 16.117 |
Consumer Cyclical | 12.480 | 12.395 |
Financial Services | 12.160 | 13.721 |
Industrials | 10.810 | 11.964 |
Communication Services | 9.570 | 8.277 |
Consumer Defensive | 6.020 | 7.432 |
Basic Materials | 4.600 | 4.133 |
Energy | 3.140 | 3.011 |
Utilities | 0.710 | 2.489 |
Real Estate | 0.560 | 1.839 |
Number of long holdings: 263
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.96 | 408.46 | -0.47% | |
Novo Nordisk B | DK0062498333 | 3.19 | 752.6 | -2.12% | |
Meta Platforms | US30303M1027 | 2.95 | 560.68 | -1.14% | |
Broadcom | US11135F1012 | 2.45 | 168.55 | -0.22% | |
Taiwan Semicon | TW0002330008 | 2.19 | 1,040.00 | +1.46% | |
AstraZeneca | GB0009895292 | 1.64 | 11,042.0 | +0.18% | |
Tesla | US88160R1014 | 1.56 | 242.84 | -2.47% | |
Eli Lilly | US5324571083 | 1.53 | 806.14 | -1.56% | |
NVIDIA | US67066G1040 | 1.30 | 136.05 | +0.48% | |
Vertex | US92532F1003 | 1.27 | 472.80 | +0.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CapGroup NewPerspective lux ZLd GBP | 15.34B | 17.68 | 4.86 | 11.16 | ||
Cap Group New Perspective lux C GBP | 15.34B | 18.22 | 5.47 | - | ||
Cap Group NewPerspective lux ZL GBP | 15.34B | 17.65 | 4.85 | 11.16 | ||
Cap Group NewPerspective lux A7 GBP | 15.34B | 17.78 | 5.00 | - | ||
Cap Group Glbl Eq lux A4 GBP | 656.59M | 13.13 | 7.06 | 10.18 |
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