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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.080 | 5.080 | 0.000 |
Stocks | 94.920 | 94.920 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.753 | 17.102 |
Price to Book | 2.784 | 2.629 |
Price to Sales | 2.104 | 1.918 |
Price to Cash Flow | 12.732 | 11.412 |
Dividend Yield | 1.838 | 2.169 |
5 Years Earnings Growth | 12.269 | 11.762 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.430 | 21.030 |
Financial Services | 16.780 | 12.954 |
Industrials | 12.110 | 16.972 |
Communication Services | 11.990 | 6.716 |
Consumer Cyclical | 10.140 | 10.944 |
Healthcare | 7.960 | 13.415 |
Utilities | 5.110 | 3.556 |
Consumer Defensive | 4.640 | 8.086 |
Basic Materials | 2.040 | 7.844 |
Real Estate | 1.540 | 4.060 |
Energy | 1.260 | 6.183 |
Number of long holdings: 290
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.07 | 107.07 | -4.99% | |
Apple | US0378331005 | 4.55 | 225.60 | -5.63% | |
Microsoft | US5949181045 | 3.45 | 381.78 | -2.93% | |
Amazon.com | US0231351067 | 2.22 | 192.84 | -3.22% | |
Alphabet A | US02079K3059 | 1.62 | 165.04 | -4.96% | |
Meta Platforms | US30303M1027 | 1.54 | 589.97 | -5.70% | |
Alphabet C | US02079K1079 | 1.32 | 166.96 | -4.89% | |
Netflix | US64110L1061 | 1.11 | 863.40 | -3.11% | |
Tesla | US88160R1014 | 1.03 | 239.68 | -8.75% | |
Walmart | US9311421039 | 1.01 | 88.54 | -3.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Mutual Global Equity Fund R | 39.11B | -1.45 | 17.91 | 14.94 | ||
Old Mutual Global Equity Fund B1 | 39.11B | 23.98 | 13.86 | 15.14 | ||
Old Mutual Balanced Fund R | 23.3B | 1.00 | 7.84 | 7.23 | ||
Old Mutual Balanced Fund A | 23.3B | 0.95 | 7.47 | 6.86 | ||
Old Mutual Balanced Fund B1 | 23.3B | 1.42 | 8.27 | 7.59 |
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