Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.39 | 1.54 | 0.15 |
Stocks | 98.38 | 98.38 | 0.00 |
Bonds | 0.10 | 0.10 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.22 | 28.07 |
Price to Book | 7.35 | 6.66 |
Price to Sales | 4.21 | 4.19 |
Price to Cash Flow | 19.26 | 18.49 |
Dividend Yield | 0.47 | 0.71 |
5 Years Earnings Growth | 16.58 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 42.33 | 38.70 |
Healthcare | 15.49 | 12.78 |
Consumer Cyclical | 11.08 | 14.13 |
Communication Services | 10.59 | 11.15 |
Financial Services | 8.77 | 9.28 |
Industrials | 7.03 | 7.23 |
Consumer Defensive | 2.76 | 3.79 |
Real Estate | 1.48 | 1.68 |
Energy | 0.39 | 1.84 |
Basic Materials | 0.07 | 1.90 |
Utilities | 0.01 | 1.03 |
Number of long holdings: 468
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.02 | 430.16 | +0.74% | |
NVIDIA | US67066G1040 | 6.68 | 1,064.69 | +2.57% | |
Amazon.com | US0231351067 | 6.41 | 180.75 | -0.17% | |
Apple | US0378331005 | 4.31 | 189.98 | +1.66% | |
Alphabet A | US02079K3059 | 3.59 | 174.99 | +0.83% | |
Intuit | US4612021034 | 3.38 | 606.99 | -8.35% | |
Mastercard | US57636Q1040 | 3.37 | 451.18 | -0.01% | |
Intuitive Surgical | US46120E6023 | 2.64 | 404.85 | +1.62% | |
Meta Platforms | US30303M1027 | 2.50 | 478.22 | +2.67% | |
ServiceNow Inc | US81762P1021 | 2.43 | 738.51 | -2.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.15B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.1B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.16B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.32B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.33B | 4.61 | 5.62 | 8.97 |
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