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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.229 | 20.094 |
Price to Book | 4.006 | 3.722 |
Price to Sales | 2.570 | 2.475 |
Price to Cash Flow | 14.452 | 13.803 |
Dividend Yield | 1.485 | 1.575 |
5 Years Earnings Growth | 12.015 | 11.645 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.830 | 28.034 |
Healthcare | 12.560 | 13.548 |
Financial Services | 12.530 | 14.045 |
Consumer Cyclical | 10.790 | 10.653 |
Communication Services | 8.890 | 8.558 |
Industrials | 8.230 | 8.911 |
Consumer Defensive | 5.930 | 5.940 |
Energy | 3.710 | 4.167 |
Real Estate | 2.310 | 2.490 |
Utilities | 2.130 | 2.388 |
Basic Materials | 2.090 | 3.047 |
Number of long holdings: 505
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.18 | 416.56 | +0.69% | |
Apple | US0378331005 | 6.18 | 187.43 | +0.62% | |
NVIDIA | US67066G1040 | 4.57 | 913.56 | +1.06% | |
Amazon.com | US0231351067 | 3.76 | 187.07 | +0.27% | |
Meta Platforms | US30303M1027 | 2.54 | 471.85 | +0.82% | |
Alphabet A | US02079K3059 | 1.91 | 170.34 | +0.71% | |
Berkshire Hathaway B | US0846707026 | 1.65 | 410.24 | -0.24% | |
Alphabet C | US02079K1079 | 1.63 | 171.93 | +0.60% | |
Eli Lilly | US5324571083 | 1.40 | 763.98 | +0.83% | |
Broadcom | US11135F1012 | 1.33 | 1,380.03 | +3.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Index Ins USD | 19.66B | 5.53 | 8.59 | 8.95 | ||
Global Stock Index Institutional Pl | 19.66B | 5.54 | 8.66 | 9.04 | ||
Global Stock Index Inv USD | 19.66B | 5.53 | 8.59 | 8.92 | ||
US 500 Stock Index Institutional Pl | 12.06B | 7.02 | 11.34 | 12.03 | ||
US 500 Stock Index Inv USD | 12.06B | 7.01 | 11.30 | 11.89 |
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