
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.460 | 2.460 | 0.000 |
Stocks | 97.420 | 97.420 | 0.000 |
Other | 0.120 | 0.130 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.551 | 24.018 |
Price to Book | 3.644 | 4.829 |
Price to Sales | 2.907 | 3.641 |
Price to Cash Flow | 14.552 | 16.568 |
Dividend Yield | 1.575 | 1.232 |
5 Years Earnings Growth | 11.281 | 12.209 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.130 | 28.570 |
Healthcare | 15.850 | 14.663 |
Consumer Cyclical | 13.660 | 12.581 |
Financial Services | 13.230 | 14.414 |
Industrials | 12.050 | 12.030 |
Communication Services | 11.180 | 9.144 |
Consumer Defensive | 4.530 | 6.264 |
Basic Materials | 3.690 | 3.695 |
Energy | 2.360 | 2.546 |
Utilities | 0.940 | 2.304 |
Real Estate | 0.390 | 1.730 |
Number of long holdings: 259
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.17 | 625.02 | +1.00% | |
Microsoft | US5949181045 | 3.19 | 394.53 | +0.37% | |
Taiwan Semicon | TW0002330008 | 3.03 | 972.00 | 0.00% | |
Broadcom | US11135F1012 | 2.63 | 188.55 | -1.41% | |
Tesla | US88160R1014 | 2.17 | 286.57 | +2.94% | |
NVIDIA | US67066G1040 | 1.86 | 121.01 | -0.33% | |
Eli Lilly | US5324571083 | 1.73 | 849.04 | -1.83% | |
EssilorLuxottica | FR0000121667 | 1.65 | 277.20 | +2.48% | |
Netflix | US64110L1061 | 1.64 | 996.43 | +2.51% | |
Novo Nordisk B | DK0062498333 | 1.52 | 512.4 | -1.78% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundu | 16.18B | 3.37 | 8.16 | 10.70 | ||
Capital Group New Perspective Funbu | 16.18B | 3.23 | 7.06 | 9.62 | ||
Capital Group New Perspective Funzu | 16.18B | 3.32 | 7.86 | 10.48 | ||
Capital Group New Perspective Fuzdu | 16.18B | 3.30 | 7.87 | 10.48 | ||
Cap Group New Perspective lux C | 16.18B | 3.45 | 8.73 | - |
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