Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.04 | 2.04 | 0.00 |
Stocks | 97.96 | 97.96 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.12 | 19.65 |
Price to Book | 3.79 | 3.70 |
Price to Sales | 2.42 | 2.36 |
Price to Cash Flow | 14.23 | 13.57 |
Dividend Yield | 1.45 | 1.61 |
5 Years Earnings Growth | 11.97 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.79 | 26.48 |
Financial Services | 15.39 | 14.24 |
Healthcare | 12.83 | 13.69 |
Industrials | 10.82 | 10.19 |
Consumer Cyclical | 9.82 | 10.25 |
Communication Services | 8.85 | 8.20 |
Consumer Defensive | 4.64 | 6.53 |
Energy | 3.62 | 4.46 |
Real Estate | 3.58 | 2.35 |
Basic Materials | 2.78 | 2.75 |
Utilities | 1.86 | 2.44 |
Number of long holdings: 1,016
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.85 | 415.13 | +0.23% | |
Apple | US0378331005 | 3.59 | 192.25 | +0.54% | |
Amazon.com | US0231351067 | 3.43 | 176.44 | -1.60% | |
NVIDIA | US67066G1040 | 3.00 | 1,096.33 | -0.82% | |
Meta Platforms | US30303M1027 | 2.01 | 466.83 | +0.05% | |
Alphabet A | US02079K3059 | 1.90 | 172.50 | +0.23% | |
Visa A | US92826C8394 | 1.63 | 272.46 | +0.43% | |
Alphabet C | US02079K1079 | 1.30 | 173.96 | +0.21% | |
Berkshire Hathaway B | US0846707026 | 1.26 | 414.40 | +1.42% | |
JPMorgan | US46625H1005 | 1.25 | 202.63 | +1.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Morgan Stanley Institutional Fundci | 2.51B | -0.76 | -6.64 | 8.99 | ||
Morgan Stanley Inst Global FranchiI | 2.01B | -0.84 | 2.98 | 9.25 | ||
Morgan Stanley Inst Growth A | 1.63B | -2.79 | -17.67 | 11.14 | ||
Morgan Stanley Inst Global Opp I | 1.61B | 6.91 | -3.61 | 14.17 | ||
Morgan Stanley Inst Growth I | 1.32B | -2.71 | -17.44 | 11.44 |
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