Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.61 | 2.61 | 0.00 |
Stocks | 97.39 | 97.41 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.03 | 16.99 |
Price to Book | 2.60 | 2.62 |
Price to Sales | 1.72 | 1.90 |
Price to Cash Flow | 11.51 | 11.37 |
Dividend Yield | 1.84 | 2.16 |
5 Years Earnings Growth | 15.16 | 12.02 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.69 | 20.67 |
Financial Services | 14.89 | 12.86 |
Industrials | 13.33 | 17.16 |
Communication Services | 10.99 | 6.60 |
Consumer Cyclical | 9.70 | 10.96 |
Healthcare | 8.40 | 13.56 |
Utilities | 5.69 | 3.59 |
Consumer Defensive | 4.96 | 7.93 |
Real Estate | 3.29 | 4.26 |
Basic Materials | 3.22 | 7.97 |
Energy | 0.83 | 6.17 |
Number of long holdings: 298
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.14 | 127.63 | +7.77% | |
Apple | US0378331005 | 4.14 | 238.73 | +3.86% | |
Microsoft | US5949181045 | 3.53 | 446.71 | +2.80% | |
Amazon.com | US0231351067 | 1.84 | 238.91 | +1.48% | |
Alphabet A | US02079K3059 | 1.82 | 195.34 | +1.84% | |
Meta Platforms | US30303M1027 | 1.52 | 677.00 | +2.59% | |
Alphabet C | US02079K1079 | 1.25 | 197.05 | +1.69% | |
Netflix | US64110L1061 | 1.07 | 972.58 | +0.07% | |
Novo Nordisk B | DK0062498333 | 0.86 | 610.8 | -1.86% | |
AT&T | US00206R1023 | 0.83 | 24.43 | +1.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund P GBP Acc | 7.62M | 26.36 | 11.52 | 14.47 | ||
American Equity Fund R GBP Acc | 812.72M | 26.68 | 11.80 | 14.76 | ||
American Equity Fund A GBP Acc | 52.37M | 25.72 | 10.96 | 13.89 | ||
American Equity Fund U1 GBP Acc | 412.55M | 26.77 | 11.88 | 14.84 | ||
American Equity Fund U2 GBP Acc | 962.1M | 26.87 | 11.97 | 14.93 |
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