Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.57 | 1.62 | 0.05 |
Stocks | 98.42 | 98.42 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.38 | 15.73 |
Price to Book | 2.92 | 2.53 |
Price to Sales | 2.41 | 1.74 |
Price to Cash Flow | 13.27 | 10.84 |
Dividend Yield | 2.12 | 2.46 |
5 Years Earnings Growth | 8.66 | 9.26 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.33 | 20.99 |
Industrials | 15.63 | 11.93 |
Healthcare | 14.33 | 15.18 |
Technology | 9.23 | 12.71 |
Consumer Defensive | 7.46 | 8.28 |
Energy | 7.24 | 7.62 |
Consumer Cyclical | 5.98 | 6.80 |
Utilities | 4.94 | 5.38 |
Basic Materials | 4.49 | 3.55 |
Communication Services | 4.46 | 5.57 |
Real Estate | 3.89 | 3.56 |
Number of long holdings: 66
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
KKR & Co | US48251W1045 | 3.03 | 161.51 | +0.50% | |
Parker-Hannifin | US7010941042 | 2.91 | 674.49 | -0.58% | |
Costco | US22160K1051 | 2.89 | 944.70 | -0.32% | |
Morgan Stanley | US6174464486 | 2.88 | 136.00 | -0.95% | |
PNC Financial | US6934751057 | 2.84 | 196.30 | -1.14% | |
JPMorgan | US46625H1005 | 2.81 | 262.84 | -0.07% | |
Trane Technologies | IE00BK9ZQ967 | 2.69 | 399.56 | +0.61% | |
PACCAR | US6937181088 | 2.58 | 109.84 | -0.25% | |
Chubb | CH0044328745 | 2.49 | 268.32 | -0.20% | |
Deere&Company | US2441991054 | 2.39 | 459.75 | -0.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 14.79B | 19.98 | 5.08 | 12.38 | ||
Principal Large Cap S&P 500 Index I | 6.42B | 24.83 | 8.76 | 12.91 | ||
Principal Preferred Securities Inst | 4.21B | 9.81 | 1.46 | 4.27 | ||
Principal Real Estate Securities In | 3.62B | 5.45 | -3.67 | 6.20 | ||
Principal Large Cap Value III Inst | 3.66B | 14.50 | 6.15 | 9.02 |
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