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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.070 | 1.070 | 0.000 |
Stocks | 98.810 | 98.830 | 0.020 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.100 | 0.100 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.772 | 12.654 |
Price to Book | 1.555 | 1.803 |
Price to Sales | 1.069 | 1.157 |
Price to Cash Flow | 7.498 | 7.701 |
Dividend Yield | 3.342 | 3.106 |
5 Years Earnings Growth | 9.130 | 9.998 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.120 | 18.258 |
Technology | 11.060 | 14.624 |
Industrials | 10.220 | 11.895 |
Healthcare | 10.150 | 15.049 |
Consumer Cyclical | 9.050 | 10.230 |
Energy | 8.090 | 5.943 |
Communication Services | 7.740 | 8.672 |
Consumer Defensive | 6.580 | 9.505 |
Basic Materials | 4.800 | 5.490 |
Utilities | 3.890 | 4.695 |
Real Estate | 2.310 | 1.915 |
Number of long holdings: 1,359
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 2.14 | 258.20 | +1.15% | |
JPMorgan | US46625H1005 | 1.75 | 242.31 | +1.64% | |
Microsoft | US5949181045 | 1.40 | 439.33 | +0.94% | |
Exxon Mobil | US30231G1022 | 1.20 | 106.40 | +0.09% | |
Bank of America | US0605051046 | 1.12 | 44.38 | +1.12% | |
Amazon.com | US0231351067 | 1.06 | 229.05 | +1.77% | |
Berkshire Hathaway B | US0846707026 | 0.98 | 458.66 | +0.95% | |
Meta Platforms | US30303M1027 | 0.92 | 607.75 | +1.32% | |
Shell | GB00BP6MXD84 | 0.86 | 29.55 | +0.96% | |
AT&T | US00206R1023 | 0.81 | 22.95 | +0.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Credit Suisse Institutional FundEUR | 2.32B | 20.13 | 4.71 | 8.81 | ||
Credit Suisse Institutional FundEUB | 2.22B | 20.28 | 4.87 | 9.05 | ||
Credit Suisse Institutional Fund IY | 2.22B | 20.36 | 4.96 | 9.14 | ||
Credit Suisse Institutional FunEUSC | 1.85B | 11.44 | -1.39 | 6.66 | ||
Credit Suisse Institutional FunEXCH | 1.85B | 11.28 | -1.55 | 6.49 |
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