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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.980 | 6.330 | 5.350 |
Stocks | 98.980 | 98.980 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.201 | 16.339 |
Price to Book | 2.837 | 2.763 |
Price to Sales | 1.961 | 2.128 |
Price to Cash Flow | 12.040 | 10.558 |
Dividend Yield | 1.955 | 2.792 |
5 Years Earnings Growth | 10.482 | 12.160 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.110 | 20.363 |
Financial Services | 15.380 | 19.827 |
Healthcare | 13.040 | 12.770 |
Consumer Cyclical | 11.040 | 12.460 |
Industrials | 9.080 | 13.840 |
Communication Services | 7.970 | 9.373 |
Consumer Defensive | 6.140 | 8.119 |
Basic Materials | 3.460 | 9.007 |
Energy | 2.710 | 8.265 |
Utilities | 2.560 | 5.559 |
Real Estate | 2.510 | 4.515 |
Number of long holdings: 1,573
Number of short holdings: 142
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.81 | 213.49 | +1.82% | |
Microsoft | US5949181045 | 4.68 | 388.56 | +2.58% | |
NVIDIA | US67066G1040 | 2.54 | 121.67 | +5.27% | |
Amazon.com | US0231351067 | 2.41 | 197.95 | +2.09% | |
E-mini S&P 500 Future Mar 24 | - | 1.97 | - | - | |
Meta Platforms | US30303M1027 | 1.45 | 607.60 | +2.96% | |
Alphabet A | US02079K3059 | 1.39 | 165.49 | +1.68% | |
Alphabet C | US02079K1079 | 1.23 | 167.62 | +1.75% | |
Tesla | US88160R1014 | 0.90 | 249.98 | +3.86% | |
Broadcom | US11135F1012 | 0.87 | 195.54 | +2.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BQXWZN22 | 8.3B | 7.62 | 3.37 | - | ||
Mercer Diversified Growth Fund M12 | 8.3B | 3.65 | 3.13 | 6.71 | ||
Mercer Diversified Growth Fund M2 | 8.3B | 2.34 | 5.08 | 6.84 | ||
IE00BJSP0X25 | 6.59B | 3.53 | 10.20 | 9.73 | ||
IE00BK9YL433 | 6.59B | 20.94 | 9.43 | - |
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