Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.51 | 3.51 | 0.00 |
Stocks | 96.49 | 96.49 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.78 | 19.73 |
Price to Book | 3.92 | 3.71 |
Price to Sales | 2.54 | 2.37 |
Price to Cash Flow | 14.18 | 13.65 |
Dividend Yield | 1.54 | 1.60 |
5 Years Earnings Growth | 11.72 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.18 | 26.55 |
Financial Services | 12.66 | 14.25 |
Healthcare | 12.32 | 13.72 |
Consumer Cyclical | 10.43 | 10.26 |
Communication Services | 9.13 | 8.18 |
Industrials | 8.29 | 10.16 |
Consumer Defensive | 6.12 | 6.51 |
Energy | 4.09 | 4.41 |
Utilities | 2.45 | 2.40 |
Real Estate | 2.19 | 2.38 |
Basic Materials | 2.14 | 2.74 |
Number of long holdings: 510
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.40 | 420.99 | -0.49% | |
Apple | US0378331005 | 5.47 | 189.87 | +0.08% | |
NVIDIA | US67066G1040 | 4.72 | 943.46 | -0.30% | |
Amazon.com | US0231351067 | 3.53 | 183.60 | -1.29% | |
Future on E-mini S&P 500 Futures | - | 3.16 | - | - | |
Alphabet A | US02079K3059 | 2.12 | 174.11 | +0.93% | |
Meta Platforms | US30303M1027 | 2.09 | 473.15 | -1.74% | |
Alphabet C | US02079K1079 | 1.79 | 175.42 | +0.89% | |
Berkshire Hathaway B | US0846707026 | 1.60 | 413.12 | +0.09% | |
Eli Lilly | US5324571083 | 1.38 | 771.12 | -2.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
State Street Equity 500 Index K | 5.8B | 6.04 | 8.02 | - | ||
State Street Hedged Intl Dev Eq Idx | 3.55B | 9.16 | 10.85 | - | ||
State Street Global Eq ex-US Index | 1.59B | 2.02 | -0.04 | - | ||
SSgA S&P 500 Index N | 1.47B | 5.98 | 7.91 | 12.27 | ||
State Street Global Equity ex-US In | 1.36B | 2.02 | -0.02 | - |
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