![5 big analyst AI moves: Google downgraded as Apple gets vote of confidence](https://i-invdn-com.investing.com/news/moved_small-LYNXNPEK3H0FI_L.jpg)
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.720 | 7.290 | 6.570 |
Stocks | 99.300 | 99.300 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.736 | 16.786 |
Price to Book | 3.754 | 2.466 |
Price to Sales | 3.699 | 1.738 |
Price to Cash Flow | 17.064 | 10.527 |
Dividend Yield | 1.065 | 2.236 |
5 Years Earnings Growth | 15.869 | 12.002 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.050 | 19.805 |
Consumer Cyclical | 15.320 | 11.028 |
Industrials | 13.960 | 17.276 |
Financial Services | 13.610 | 13.249 |
Healthcare | 11.210 | 13.587 |
Consumer Defensive | 10.980 | 8.138 |
Communication Services | 6.860 | 6.367 |
Basic Materials | 6.700 | 8.288 |
Real Estate | 1.320 | 4.049 |
Number of long holdings: 86
Number of short holdings: 33
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Costco | US22160K1051 | 2.72 | 849.99 | -0.07% | |
Sartorius Stedim | FR0013154002 | 2.51 | 151.85 | -0.95% | |
Intuit | US4612021034 | 2.36 | 657.21 | +0.89% | |
Microsoft | US5949181045 | 2.30 | 446.95 | -1.30% | |
NVIDIA | US67066G1040 | 2.24 | 123.50 | -0.40% | |
Alphabet C | US02079K1079 | 2.22 | 183.42 | -1.84% | |
Amphenol | US0320951017 | 2.20 | 67.37 | -0.18% | |
Visa A | US92826C8394 | 2.20 | 262.47 | -1.55% | |
Linde PLC | IE00BZ12WP82 | 2.04 | - | - | |
Estee Lauder | US5184391044 | 2.00 | 106.40 | -4.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Rathbone Global Opportunities Fund | 2.04B | 8.81 | 5.95 | 13.76 | ||
Portfolio S-Class Accumulation | 2.75B | 1.49 | 2.59 | 5.85 | ||
Growth Portfolio S-Class Income | 388.1M | 1.50 | 2.59 | 5.87 | ||
Income Fund Institutional Acc | 278.25M | 5.22 | 6.46 | 5.73 | ||
Income Fund Institutional Inc | 214.94M | 5.22 | 6.47 | 5.75 |
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