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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.290 | 1.220 | 0.930 |
Stocks | 99.710 | 99.710 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.438 | 18.312 |
Price to Book | 3.132 | 3.093 |
Price to Sales | 1.991 | 2.255 |
Price to Cash Flow | 11.987 | 12.481 |
Dividend Yield | 1.676 | 2.009 |
5 Years Earnings Growth | 12.314 | 10.623 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.550 | 23.997 |
Financial Services | 15.910 | 16.392 |
Consumer Cyclical | 11.040 | 10.765 |
Healthcare | 10.980 | 13.074 |
Industrials | 10.080 | 11.446 |
Communication Services | 7.880 | 7.996 |
Basic Materials | 3.720 | 3.920 |
Consumer Defensive | 3.610 | 7.546 |
Real Estate | 3.350 | 2.724 |
Utilities | 2.960 | 2.539 |
Energy | 2.910 | 3.477 |
Number of long holdings: 229
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 5.39 | 121.67 | +5.27% | |
Microsoft | US5949181045 | 4.33 | 388.56 | +2.58% | |
Apple | US0378331005 | 3.92 | 213.49 | +1.82% | |
Amazon.com | US0231351067 | 3.27 | 197.95 | +2.09% | |
Alphabet A | US02079K3059 | 3.09 | 165.49 | +1.68% | |
Wells Fargo&Co | US9497461015 | 1.77 | 70.85 | +3.49% | |
Broadcom | US11135F1012 | 1.76 | 195.54 | +2.18% | |
Unilever | GB00B10RZP78 | 1.70 | 53.90 | -0.04% | |
Deutsche Telekom AG | DE0005557508 | 1.59 | 33.700 | -0.33% | |
American Express | US0258161092 | 1.32 | 265.63 | +3.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.46B | 24.67 | 5.57 | 11.89 | ||
Wellington US Research Equity Fund | 793.79M | 24.99 | 8.19 | 11.59 | ||
Wellington US Research Equity Fudd | 793.79M | 23.93 | 7.18 | 10.55 | ||
Wellington Global Select Capital Ap | 105.23M | 21.57 | 4.54 | 10.54 | ||
Wellington Global Opportunities Equ | 30.63M | 21.66 | 5.45 | 8.55 |
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