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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.750 | 3.370 | 0.620 |
Stocks | 36.130 | 36.260 | 0.130 |
Bonds | 35.440 | 35.440 | 0.000 |
Convertible | 23.530 | 23.530 | 0.000 |
Preferred | 2.160 | 2.160 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.432 | 14.935 |
Price to Book | 3.880 | 2.081 |
Price to Sales | 2.511 | 1.543 |
Price to Cash Flow | 15.778 | 9.156 |
Dividend Yield | 1.133 | 3.099 |
5 Years Earnings Growth | 15.159 | 10.512 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.680 | 16.322 |
Consumer Cyclical | 19.890 | 10.302 |
Healthcare | 11.940 | 10.890 |
Financial Services | 10.980 | 16.954 |
Industrials | 8.830 | 12.421 |
Communication Services | 7.490 | 6.449 |
Utilities | 3.690 | 3.414 |
Basic Materials | 2.990 | 5.792 |
Energy | 2.830 | 4.821 |
Consumer Defensive | 1.490 | 7.969 |
Real Estate | 1.190 | 6.620 |
Number of long holdings: 479
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.07 | 395.12 | +1.49% | |
Alphabet A | US02079K3059 | 1.65 | 163.79 | +0.62% | |
Amazon.com | US0231351067 | 1.60 | 178.86 | +2.21% | |
Apple | US0378331005 | 1.52 | 169.30 | -0.60% | |
Tesla | US88160R1014 | 1.27 | 180.00 | -1.79% | |
Mastercard | US57636Q1040 | 1.13 | 442.30 | -1.97% | |
NVIDIA | US67066G1040 | 1.07 | 830.03 | -3.93% | |
Wells Fargo Pref L | US9497468044 | 1.05 | 1,155.40 | +0.87% | |
UnitedHealth | US91324P1021 | 1.00 | 484.03 | +0.07% | |
GS Finance Corp 4% | - | 1.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AllianzIncome Growth PM H2GBP | 46.69B | 4.00 | 2.27 | 6.09 | ||
AllianzIncome Growth AM H2GBP | 46.69B | 3.83 | 1.70 | 5.40 | ||
Allianz Europe Equity Growth A GBP | 3.98B | 6.89 | 3.56 | 8.67 | ||
Allianz Europe Equity Growth P GBP | 3.98B | 7.11 | 4.37 | 9.52 | ||
LU1835929719 | 515.97M | -1.88 | -17.75 | - |
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