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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.700 | 2.790 | 0.090 |
Stocks | 97.300 | 97.300 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.046 | 23.590 |
Price to Book | 3.693 | 4.692 |
Price to Sales | 2.198 | 3.534 |
Price to Cash Flow | 14.079 | 16.558 |
Dividend Yield | 1.327 | 1.253 |
5 Years Earnings Growth | 13.944 | 13.109 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.150 | 28.298 |
Financial Services | 20.000 | 13.994 |
Communication Services | 13.790 | 8.617 |
Healthcare | 10.770 | 15.327 |
Consumer Cyclical | 10.360 | 12.246 |
Industrials | 7.080 | 12.059 |
Consumer Defensive | 4.470 | 6.617 |
Energy | 2.070 | 2.833 |
Real Estate | 1.210 | 1.870 |
Basic Materials | 1.110 | 4.037 |
Number of long holdings: 84
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.40 | 436.60 | -0.10% | |
NVIDIA | US67066G1040 | 4.26 | 134.70 | +3.08% | |
Amazon.com | US0231351067 | 3.68 | 224.92 | +0.73% | |
Alphabet C | US02079K1079 | 3.54 | 192.96 | +1.72% | |
Apple | US0378331005 | 2.77 | 254.49 | +1.88% | |
Taiwan Semicon | TW0002330008 | 2.43 | 1,035.00 | -3.27% | |
Wells Fargo&Co | US9497461015 | 2.15 | 70.34 | +2.16% | |
Tencent Holdings | KYG875721634 | 2.01 | 421.40 | -1.17% | |
Unilever | GB00B10RZP78 | 1.86 | 55.04 | -0.61% | |
Allianz | DE0008404005 | 1.86 | 294.60 | -0.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Research Equity u | 982.82M | 21.51 | 6.90 | 9.42 | ||
Wellington US Research Equity Fund | 910.25M | 24.99 | 8.19 | 11.59 | ||
Wellington US Research Equity Fudd | 910.25M | 23.93 | 7.18 | 10.55 | ||
Wellington Global Select Capital Ap | 105.34M | 21.57 | 4.54 | 10.54 | ||
Wellington Global Opportunities Equ | 31.92M | 21.66 | 5.45 | 8.55 |
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