Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 104.020 | 104.020 | 0.000 |
Bonds | 0.470 | 0.470 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.524 | 20.770 |
Price to Book | 3.839 | 4.042 |
Price to Sales | 2.270 | 2.778 |
Price to Cash Flow | 13.243 | 14.716 |
Dividend Yield | 1.374 | 1.540 |
5 Years Earnings Growth | 13.381 | 11.381 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.010 | 29.718 |
Healthcare | 12.370 | 12.362 |
Financial Services | 12.010 | 14.496 |
Consumer Cyclical | 10.740 | 10.585 |
Communication Services | 9.900 | 8.619 |
Industrials | 7.390 | 8.851 |
Energy | 5.780 | 3.619 |
Consumer Defensive | 4.490 | 5.628 |
Utilities | 2.460 | 2.693 |
Real Estate | 1.940 | 2.272 |
Basic Materials | 1.900 | 2.789 |
Number of long holdings: 307
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.58 | 428.50 | -0.12% | |
Apple | US0378331005 | 5.79 | 222.64 | -3.19% | |
NVIDIA | US67066G1040 | 5.58 | 140.83 | +2.27% | |
MSCI USA Equal Weighted Net Total Return Future Sept 24 | DE000F1B72S2 | 5.35 | - | - | |
Amazon.com | US0231351067 | 4.89 | 230.71 | +2.11% | |
Meta Platforms | US30303M1027 | 2.96 | 616.46 | +0.60% | |
Alphabet C | US02079K1079 | 2.79 | 199.63 | +1.05% | |
UnitedHealth | US91324P1021 | 1.95 | 524.99 | +2.99% | |
Alphabet A | US02079K3059 | 1.49 | 198.05 | +1.05% | |
Exxon Mobil | US30231G1022 | 1.47 | 111.47 | -0.76% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00B2NLMV86 | 4.88B | 12.99 | -1.49 | 4.58 | ||
IE00B2NLMX01 | 4.88B | 12.86 | -1.82 | 4.22 | ||
IE00B2NLMW93 | 4.88B | 17.89 | 0.40 | 5.85 | ||
IE0032082988 | 2.48B | 19.75 | 6.17 | 6.51 | ||
Mediolanum Challenge Cyclical Equit | 1.23B | 18.03 | 9.72 | 9.14 |
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