
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.150 | 2.150 | 0.000 |
Stocks | 97.850 | 97.850 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.222 | 23.630 |
Price to Book | 3.469 | 4.816 |
Price to Sales | 2.578 | 3.605 |
Price to Cash Flow | 12.789 | 16.578 |
Dividend Yield | 1.581 | 1.231 |
5 Years Earnings Growth | 13.140 | 12.359 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.500 | 28.978 |
Financial Services | 13.710 | 14.132 |
Healthcare | 11.250 | 14.542 |
Consumer Cyclical | 11.080 | 12.637 |
Industrials | 8.390 | 11.897 |
Communication Services | 8.100 | 9.087 |
Energy | 4.520 | 2.608 |
Consumer Defensive | 4.510 | 6.353 |
Basic Materials | 4.150 | 3.637 |
Utilities | 2.910 | 2.303 |
Real Estate | 1.870 | 1.766 |
Number of long holdings: 89
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 4.63 | 139.23 | -0.12% | |
Microsoft | US5949181045 | 4.59 | 414.77 | +1.25% | |
Apple | US0378331005 | 4.32 | 244.87 | +0.16% | |
Alphabet C | US02079K1079 | 3.92 | 187.13 | +0.72% | |
Amazon.com | US0231351067 | 3.56 | 226.63 | -0.01% | |
Taiwan Semicon | TW0002330008 | 2.22 | 1,090.00 | -0.91% | |
UnitedHealth | US91324P1021 | 2.01 | 511.04 | +2.06% | |
Visa A | US92826C8394 | 1.88 | 355.23 | -0.42% | |
PG E | US69331C1080 | 1.76 | 15.66 | +1.56% | |
Eli Lilly | US5324571083 | 1.68 | 867.05 | +1.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.86B | 24.67 | 5.57 | 11.89 | ||
Wellington Global Research Equity u | 1.03B | 21.51 | 6.90 | 9.42 | ||
Wellington US Research Equity Fund | 935.28M | 24.99 | 8.19 | 11.59 | ||
Wellington US Research Equity Fudd | 935.28M | 23.93 | 7.18 | 10.55 | ||
Wellington Global Select Capital Ap | 111.47M | 21.57 | 4.54 | 10.54 |
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