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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.930 | 2.640 | 1.710 |
Shares | 99.060 | 99.060 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.993 | 19.964 |
Price to Book | 3.900 | 3.692 |
Price to Sales | 2.432 | 2.453 |
Price to Cash Flow | 16.304 | 13.629 |
Dividend Yield | 1.026 | 1.593 |
5 Years Earnings Growth | 11.734 | 11.665 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.240 | 28.042 |
Healthcare | 17.490 | 13.512 |
Financial Services | 13.240 | 14.036 |
Consumer Cyclical | 11.250 | 10.605 |
Communication Services | 7.580 | 8.602 |
Industrials | 5.890 | 8.919 |
Consumer Defensive | 5.100 | 5.937 |
Basic Materials | 2.450 | 3.009 |
Utilities | 2.410 | 2.446 |
Real Estate | 2.290 | 2.399 |
Energy | 0.060 | 4.205 |
Number of long holdings: 147
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.80 | 415.13 | +0.23% | |
Amazon.com | US0231351067 | 5.43 | 176.44 | -1.60% | |
Apple | US0378331005 | 5.25 | 192.25 | +0.54% | |
Alphabet A | US02079K3059 | 3.84 | 172.50 | +0.23% | |
Berkshire Hathaway B | US0846707026 | 2.14 | 414.40 | +1.42% | |
Eli Lilly | US5324571083 | 1.74 | 820.34 | +0.65% | |
Adobe | US00724F1012 | 1.72 | 444.76 | -0.25% | |
AMD | US0079031078 | 1.69 | 166.90 | +0.16% | |
TJX | US8725401090 | 1.65 | 103.10 | -0.26% | |
E-mini S&P 500 Future Mar 24 | - | 1.64 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.39B | 2.94 | 3.84 | 11.52 | ||
Wellington US Research Equity Fund | 1.34B | 2.09 | 7.56 | 10.98 | ||
Wellington Global Research Equity u | 975.88M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Select Capital Ap | 98.02M | 2.09 | 2.16 | 9.60 | ||
Wellington Global Opportunities Eqn | 30.2M | 0.99 | 2.91 | - |
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