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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.48 | 1.50 | 0.02 |
Stocks | 98.48 | 98.48 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.91 | 17.36 |
Price to Book | 2.70 | 2.66 |
Price to Sales | 1.86 | 1.79 |
Price to Cash Flow | 11.60 | 10.85 |
Dividend Yield | 2.07 | 2.10 |
5 Years Earnings Growth | 11.21 | 11.33 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.28 | 20.54 |
Financial Services | 14.72 | 15.23 |
Healthcare | 11.47 | 12.68 |
Consumer Cyclical | 11.08 | 10.06 |
Industrials | 10.36 | 11.71 |
Communication Services | 7.73 | 7.06 |
Consumer Defensive | 6.38 | 6.75 |
Energy | 4.26 | 5.69 |
Basic Materials | 3.85 | 3.99 |
Real Estate | 2.51 | 4.40 |
Utilities | 2.35 | 2.94 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
State Street Glb All Cap Eq ex-US Idx | - | 33.97 | - | - | |
Microsoft | US5949181045 | 4.69 | 423.08 | +1.75% | |
Apple | US0378331005 | 4.04 | 189.72 | +1.22% | |
NVIDIA | US67066G1040 | 2.98 | 946.30 | +3.58% | |
Amazon.com | US0231351067 | 2.45 | 185.99 | -0.58% | |
Meta Platforms | US30303M1027 | 1.66 | 481.54 | +2.05% | |
Alphabet A | US02079K3059 | 1.25 | 172.51 | +1.27% | |
Berkshire Hathaway B | US0846707026 | 1.14 | 412.77 | +0.62% | |
Alphabet C | US02079K1079 | 1.06 | 173.88 | +1.13% | |
Eli Lilly | US5324571083 | 0.92 | 787.24 | +3.22% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GE RSP U.S. Equity | 7.14B | 7.93 | 8.56 | 12.66 | ||
Elfun Trusts | 4.04B | 9.22 | 8.99 | 14.09 | ||
Elfun Tax-Exempt Income | 971.62M | -1.35 | -1.30 | 2.19 | ||
Elfun International Equity | 181.47M | 1.62 | 3.70 | 4.61 |
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