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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 99.95 | 99.95 | 0.00 |
Bonds | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.77 | 19.70 |
Price to Book | 3.92 | 3.71 |
Price to Sales | 2.53 | 2.37 |
Price to Cash Flow | 14.17 | 13.61 |
Dividend Yield | 1.54 | 1.61 |
5 Years Earnings Growth | 11.72 | 11.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.14 | 26.50 |
Financial Services | 12.67 | 14.24 |
Healthcare | 12.32 | 13.70 |
Consumer Cyclical | 10.48 | 10.25 |
Communication Services | 9.14 | 8.19 |
Industrials | 8.29 | 10.18 |
Consumer Defensive | 6.13 | 6.51 |
Energy | 4.09 | 4.45 |
Utilities | 2.43 | 2.42 |
Real Estate | 2.17 | 2.36 |
Basic Materials | 2.14 | 2.75 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.76 | 430.16 | +0.74% | |
Apple | US0378331005 | 5.78 | 189.98 | +1.66% | |
NVIDIA | US67066G1040 | 4.99 | 1,064.69 | +2.57% | |
Amazon.com | US0231351067 | 3.74 | 180.75 | -0.17% | |
Alphabet A | US02079K3059 | 2.24 | 174.99 | +0.83% | |
Meta Platforms | US30303M1027 | 2.21 | 478.22 | +2.67% | |
Alphabet C | US02079K1079 | 1.90 | 176.33 | +0.73% | |
Berkshire Hathaway B | US0846707026 | 1.69 | 407.41 | +0.38% | |
Eli Lilly | US5324571083 | 1.46 | 807.43 | -0.13% | |
Broadcom | US11135F1012 | 1.34 | 1,407.84 | +1.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.04B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.07B | 3.67 | 4.05 | 9.06 | ||
Principal Preferred Securities Inst | 4.32B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.32B | 4.61 | 5.62 | 8.97 | ||
Principal Real Estate Securities In | 3.32B | -9.19 | -2.29 | 6.21 |
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