Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.280 | 0.870 | 0.590 |
Shares | 58.600 | 64.530 | 5.930 |
Bonds | 40.500 | 41.580 | 1.080 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.120 | 0.120 | 0.000 |
Other | 0.510 | 6.720 | 6.210 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.491 | 17.342 |
Price to Book | 3.047 | 2.569 |
Price to Sales | 1.878 | 1.805 |
Price to Cash Flow | 11.292 | 10.842 |
Dividend Yield | 1.715 | 2.110 |
5 Years Earnings Growth | 13.104 | 11.481 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.850 | 21.669 |
Financial Services | 13.500 | 15.041 |
Healthcare | 13.260 | 12.463 |
Consumer Cyclical | 10.510 | 10.881 |
Industrials | 10.400 | 11.643 |
Communication Services | 8.580 | 6.747 |
Consumer Defensive | 6.180 | 6.223 |
Energy | 4.120 | 4.620 |
Basic Materials | 3.980 | 4.248 |
Utilities | 2.390 | 2.490 |
Real Estate | 2.220 | 3.975 |
Number of long holdings: 2,656
Number of short holdings: 137
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Us 5yr Note (Cbt) Jun24 Fvm4 | - | 4.07 | - | - | |
Gsglpwdl R Sofr P 12/15/25 Gs | - | 3.83 | - | - | |
Us 2yr Note (Cbt) Jun24 Tum4 | - | 3.81 | - | - | |
Microsoft | US5949181045 | 3.26 | 423.85 | -0.16% | |
Apple | US0378331005 | 2.89 | 196.89 | +1.24% | |
Bcpudeal R Sofr P 04/11/25 Bc | - | 2.81 | - | - | |
NVIDIA | US67066G1040 | 2.56 | 1,208.61 | -0.11% | |
Us 10yr Note (Cbt)jun24 Tym4 | - | 2.36 | - | - | |
Amazon.com | US0231351067 | 2.20 | 184.30 | -0.38% | |
Us Ultra Bond Cbt Jun24 Wnm4 | - | 1.68 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Retirement Advantage 2035:II | 2.39M | 8.17 | 4.46 | 7.40 | ||
Putnam Retirement Advantage 2035:V | 69.08M | 8.04 | 4.14 | 7.08 | ||
Putnam Retirement Advantage 2035: 2 | 2.04M | 8.26 | 4.61 | 7.56 | ||
Putnam Retirement Advantage 2035: 4 | 3.33M | 8.12 | 4.30 | 7.23 | ||
Putnam Retirement Advantage 2030:II | 3.55M | 5.84 | 2.77 | 6.25 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review