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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.890 | 1.890 | 0.000 |
Stocks | 98.110 | 98.110 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.077 | 19.866 |
Price to Book | 3.386 | 3.731 |
Price to Sales | 1.949 | 2.387 |
Price to Cash Flow | 12.818 | 13.606 |
Dividend Yield | 1.429 | 1.604 |
5 Years Earnings Growth | 11.497 | 11.584 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.120 | 26.913 |
Financial Services | 13.430 | 14.152 |
Healthcare | 13.280 | 13.565 |
Consumer Cyclical | 10.930 | 10.068 |
Communication Services | 9.050 | 8.296 |
Industrials | 8.190 | 10.083 |
Consumer Defensive | 6.050 | 6.448 |
Energy | 4.920 | 4.431 |
Basic Materials | 2.740 | 2.701 |
Utilities | 2.320 | 2.555 |
Real Estate | 0.960 | 2.325 |
Number of long holdings: 393
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.77 | 442.94 | +1.33% | |
Apple | US0378331005 | 5.21 | 223.96 | -0.16% | |
NVIDIA | US67066G1040 | 4.01 | 123.54 | +4.76% | |
Amazon.com | US0231351067 | 3.84 | 182.55 | -0.32% | |
Alphabet C | US02079K1079 | 2.42 | 183.35 | +2.21% | |
Meta Platforms | US30303M1027 | 2.10 | 487.40 | +2.23% | |
Alphabet A | US02079K3059 | 1.90 | 181.67 | +2.26% | |
UnitedHealth | US91324P1021 | 1.68 | 558.53 | -1.20% | |
Mastercard | US57636Q1040 | 1.41 | 447.94 | +0.96% | |
Exxon Mobil | US30231G1022 | 1.27 | 115.27 | -0.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Russell Tax-Managed US Large Cap S | 6.18B | 13.58 | 7.87 | 11.00 | ||
Russell Tax Exempt Bond S | 3.77B | 0.43 | -0.37 | 2.28 | ||
Russell Tax-Managed International E | 2.58B | 3.22 | -1.10 | - | ||
Russell US Strategic Equity S | 2.43B | 13.05 | 6.30 | 10.90 | ||
Russell Tax-Managed US Mid & Sm Cap | 1.19B | 1.54 | -0.70 | 6.58 |
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