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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.330 | 4.130 | 2.800 |
Stocks | 98.650 | 98.650 | 0.000 |
Other | 0.020 | 0.020 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.867 | 18.312 |
Price to Book | 3.011 | 3.093 |
Price to Sales | 1.783 | 2.255 |
Price to Cash Flow | 12.638 | 12.481 |
Dividend Yield | 1.916 | 2.009 |
5 Years Earnings Growth | 11.031 | 10.623 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.600 | 23.997 |
Healthcare | 15.280 | 13.074 |
Financial Services | 15.050 | 16.392 |
Consumer Cyclical | 13.700 | 10.765 |
Communication Services | 11.310 | 7.996 |
Industrials | 6.190 | 11.446 |
Consumer Defensive | 5.430 | 7.546 |
Energy | 2.470 | 3.477 |
Basic Materials | 1.530 | 3.920 |
Real Estate | 0.230 | 2.724 |
Utilities | 0.220 | 2.539 |
Number of long holdings: 647
Number of short holdings: 129
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.30 | 607.60 | +2.87% | |
Apple | US0378331005 | 3.16 | 213.49 | +1.82% | |
Microsoft | US5949181045 | 2.81 | 388.56 | +2.58% | |
Alphabet A | US02079K3059 | 2.56 | 165.49 | +1.68% | |
NVIDIA | US67066G1040 | 2.19 | 121.67 | +5.27% | |
Amazon.com | US0231351067 | 1.97 | 197.95 | +2.09% | |
Future on E-mini S&P 500 Futures | - | 1.47 | - | - | |
Elevance Health | US0367521038 | 1.47 | 420.94 | +0.88% | |
UnitedHealth | US91324P1021 | 1.40 | 488.65 | +1.48% | |
J&J | US4781601046 | 1.32 | 162.81 | -0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BQXWZN22 | 8.16B | 7.62 | 3.37 | - | ||
Mercer Diversified Growth Fund M12 | 8.16B | 3.65 | 3.13 | 6.71 | ||
Mercer Diversified Growth Fund M2 | 8.16B | 2.34 | 5.08 | 6.84 | ||
IE00BJSP0X25 | 6.51B | 3.53 | 10.20 | 9.73 | ||
IE00BGK8Z115 | 6.51B | -34.54 | -10.93 | - |
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