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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.641 | 19.964 |
Price to Book | 3.580 | 3.692 |
Price to Sales | 2.568 | 2.453 |
Price to Cash Flow | 14.242 | 13.629 |
Dividend Yield | 1.512 | 1.593 |
5 Years Earnings Growth | 12.504 | 11.665 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.010 | 28.042 |
Financial Services | 18.580 | 14.036 |
Healthcare | 15.160 | 13.512 |
Communication Services | 10.790 | 8.602 |
Industrials | 7.340 | 8.919 |
Energy | 7.090 | 4.205 |
Consumer Defensive | 6.830 | 5.937 |
Consumer Cyclical | 5.820 | 10.605 |
Utilities | 3.510 | 2.446 |
Basic Materials | 0.850 | 3.009 |
Number of long holdings: 71
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.56 | 415.13 | +0.23% | |
Apple | US0378331005 | 5.11 | 192.25 | +0.54% | |
NVIDIA | US67066G1040 | 4.66 | 1,096.33 | -0.82% | |
Berkshire Hathaway B | US0846707026 | 4.42 | 414.40 | +1.42% | |
Alphabet A | US02079K3059 | 4.27 | 172.50 | +0.23% | |
Amazon.com | US0231351067 | 3.61 | 176.44 | -1.60% | |
Meta Platforms | US30303M1027 | 2.40 | 466.83 | +0.05% | |
UnitedHealth | US91324P1021 | 2.19 | 495.37 | +2.85% | |
JPMorgan | US46625H1005 | 2.14 | 202.63 | +1.66% | |
Exxon Mobil | US30231G1022 | 2.08 | 117.26 | +2.87% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Growth Portfolio SK USD Ac | 8.56B | 9.08 | 23.42 | 17.52 | ||
American Growth Portfolio BD USD In | 7.53B | 8.20 | 20.99 | - | ||
Japan Strategic Value Portfolio S1 | 7.71B | 17.43 | 2.82 | 8.48 | ||
AB FCP I AmericanGrwthPf N USD Acc | 7.49B | 3.59 | 7.90 | - | ||
American Growth Portfolio BX USD Ac | 7.49B | 3.69 | 9.02 | 14.73 |
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