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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.59 | 1.60 | 0.01 |
Shares | 98.26 | 98.26 | 0.00 |
Bonds | 0.15 | 0.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.68 | 15.31 |
Price to Book | 2.72 | 2.42 |
Price to Sales | 1.97 | 1.63 |
Price to Cash Flow | 10.88 | 10.15 |
Dividend Yield | 2.48 | 2.61 |
5 Years Earnings Growth | 10.16 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.56 | 20.51 |
Healthcare | 14.98 | 15.31 |
Industrials | 14.55 | 11.94 |
Technology | 10.21 | 12.48 |
Energy | 8.60 | 8.40 |
Consumer Defensive | 7.92 | 8.43 |
Communication Services | 4.95 | 5.50 |
Utilities | 4.61 | 5.00 |
Consumer Cyclical | 4.47 | 6.48 |
Basic Materials | 4.30 | 3.93 |
Real Estate | 3.85 | 3.61 |
Number of long holdings: 68
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 3.26 | - | - | |
Marathon Petroleum Corp | - | 3.08 | - | - | |
Parker Hannifin Corp | - | 2.98 | - | - | |
KKR & Co Inc Ordinary Shares | - | 2.96 | - | - | |
BlackRock Inc | - | 2.71 | - | - | |
Morgan Stanley | - | 2.60 | - | - | |
Merck & Co Inc | - | 2.54 | - | - | |
Costco Wholesale Corp | - | 2.51 | - | - | |
PACCAR Inc | - | 2.43 | - | - | |
Trane Technologies | IE00BK9ZQ967 | 2.39 | 330.04 | +1.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.15B | 3.94 | 4.54 | 12.12 | ||
Principal Large Cap S&P 500 Index I | 5.07B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.29B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.35B | 4.61 | 5.62 | 8.97 | ||
Principal Real Estate Securities In | 3.34B | -9.19 | -2.29 | 6.21 |
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