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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.930 | 2.640 | 1.710 |
Stocks | 99.060 | 99.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.993 | 20.100 |
Price to Book | 3.900 | 3.718 |
Price to Sales | 2.432 | 2.477 |
Price to Cash Flow | 16.304 | 13.790 |
Dividend Yield | 1.026 | 1.576 |
5 Years Earnings Growth | 11.734 | 11.653 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.240 | 28.063 |
Healthcare | 17.490 | 13.522 |
Financial Services | 13.240 | 14.057 |
Consumer Cyclical | 11.250 | 10.602 |
Communication Services | 7.580 | 8.566 |
Industrials | 5.890 | 8.922 |
Consumer Defensive | 5.100 | 5.946 |
Basic Materials | 2.450 | 3.049 |
Utilities | 2.410 | 2.405 |
Real Estate | 2.290 | 2.478 |
Energy | 0.060 | 4.163 |
Number of long holdings: 147
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.80 | 420.21 | -0.19% | |
Amazon.com | US0231351067 | 5.43 | 184.70 | +0.58% | |
Apple | US0378331005 | 5.25 | 189.87 | +0.02% | |
Alphabet A | US02079K3059 | 3.84 | 176.06 | +1.08% | |
Berkshire Hathaway B | US0846707026 | 2.14 | 417.04 | +0.95% | |
Eli Lilly | US5324571083 | 1.74 | 770.09 | -0.13% | |
Adobe | US00724F1012 | 1.72 | 483.43 | +0.11% | |
AMD | US0079031078 | 1.69 | 164.47 | +1.14% | |
TJX | US8725401090 | 1.65 | 100.30 | +1.40% | |
E-mini S&P 500 Future Mar 24 | - | 1.64 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.45B | 2.94 | 3.84 | 11.52 | ||
Wellington US Research Equity Fund | 1.36B | 2.09 | 7.56 | 10.98 | ||
Wellington Global Research Equity u | 1.01B | 1.71 | 5.37 | 8.65 | ||
Wellington Global Select Capital Ap | 99.06M | 2.09 | 2.16 | 9.60 | ||
Wellington Global Opportunities Equ | 30.44M | 1.00 | 3.10 | 7.61 |
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