
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 101.820 | 101.820 | 0.000 |
Bonds | 0.450 | 0.450 | 0.000 |
Convertible | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.893 | 20.887 |
Price to Book | 3.920 | 4.029 |
Price to Sales | 2.461 | 2.792 |
Price to Cash Flow | 14.099 | 14.528 |
Dividend Yield | 1.339 | 1.543 |
5 Years Earnings Growth | 12.914 | 10.944 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.340 | 29.231 |
Financial Services | 12.940 | 14.848 |
Healthcare | 11.340 | 12.490 |
Consumer Cyclical | 10.360 | 10.698 |
Communication Services | 9.850 | 8.883 |
Industrials | 8.100 | 8.701 |
Energy | 4.940 | 3.531 |
Consumer Defensive | 3.710 | 5.670 |
Utilities | 2.910 | 2.611 |
Real Estate | 2.360 | 2.267 |
Basic Materials | 2.160 | 2.724 |
Number of long holdings: 302
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.55 | 385.73 | -0.54% | |
Apple | US0378331005 | 5.87 | 202.14 | -0.19% | |
NVIDIA | US67066G1040 | 5.47 | 112.20 | +1.35% | |
MSCI USA Equal Weighted Net Total Return Future Dec 24 | DE000F1N4CK4 | 5.32 | - | - | |
Amazon.com | US0231351067 | 4.34 | 179.59 | -1.39% | |
Meta Platforms | US30303M1027 | 2.88 | 521.52 | -1.87% | |
Alphabet C | US02079K1079 | 2.18 | 158.68 | -1.73% | |
UnitedHealth | US91324P1021 | 1.91 | 583.59 | -0.59% | |
Wells Fargo&Co | US9497461015 | 1.32 | 64.54 | +2.28% | |
Exxon Mobil | US30231G1022 | 1.25 | 103.10 | -0.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00B2NLMV86 | 4.03B | -2.20 | 1.73 | 3.29 | ||
IE00B2NLMX01 | 4.03B | -2.26 | 1.42 | 2.93 | ||
IE00B2NLMW93 | 4.03B | -4.27 | 2.67 | 3.91 | ||
IE0032082988 | 2.14B | 18.81 | 4.68 | 6.35 | ||
Mediolanum Challenge Cyclical Equit | 1.07B | 3.17 | 8.80 | 8.23 |
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