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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.110 | 5.020 | 4.910 |
Stocks | 99.820 | 99.820 | 0.000 |
Preferred | 0.030 | 0.030 | 0.000 |
Other | 0.040 | 0.040 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.757 | 17.704 |
Price to Book | 2.528 | 2.842 |
Price to Sales | 1.742 | 2.000 |
Price to Cash Flow | 9.713 | 11.585 |
Dividend Yield | 2.323 | 2.107 |
5 Years Earnings Growth | 10.605 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.660 | 22.026 |
Financial Services | 15.320 | 15.447 |
Healthcare | 14.290 | 14.371 |
Consumer Cyclical | 11.210 | 10.760 |
Industrials | 9.250 | 12.071 |
Communication Services | 7.440 | 7.227 |
Consumer Defensive | 7.150 | 8.415 |
Basic Materials | 3.980 | 4.361 |
Utilities | 3.080 | 2.548 |
Energy | 2.830 | 4.010 |
Real Estate | 2.790 | 2.819 |
Number of long holdings: 1,614
Number of short holdings: 139
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.04 | 182.42 | +0.39% | |
Microsoft | US5949181045 | 3.93 | 412.90 | -0.15% | |
Amazon.com | US0231351067 | 1.83 | 188.40 | -0.16% | |
S+P500 Emini Fut Jun23 Xcme 20230616 | - | 1.79 | - | - | |
NVIDIA | US67066G1040 | 1.32 | 898.46 | -2.49% | |
Alphabet A | US02079K3059 | 1.19 | 170.11 | +1.20% | |
Alphabet C | US02079K1079 | 1.10 | 171.89 | +1.21% | |
Tesla | US88160R1014 | 1.07 | 179.25 | -2.98% | |
Meta Platforms | US30303M1027 | 0.92 | 463.26 | -0.52% | |
UnitedHealth | US91324P1021 | 0.85 | 497.44 | +0.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00B4MB9016 | 8.84B | 3.65 | 1.47 | 3.99 | ||
Mercer Diversified Growth Fund M4 | 8.84B | 4.49 | 4.55 | 7.22 | ||
Mercer Diversified Growth Fund Z1 | 8.84B | 4.54 | 4.72 | 7.46 | ||
IE00BF12WL49 | 8.84B | -7.92 | 2.91 | - | ||
IE00BHNWQC52 | 8.84B | -16.83 | - | - |
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