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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.22 | 0.58 | 0.36 |
Stocks | 97.84 | 97.84 | 0.00 |
Bonds | 1.94 | 1.94 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.48 | 20.12 |
Price to Book | 5.46 | 3.77 |
Price to Sales | 2.99 | 2.43 |
Price to Cash Flow | 17.98 | 13.75 |
Dividend Yield | 1.69 | 1.60 |
5 Years Earnings Growth | 12.14 | 11.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.51 | 27.60 |
Healthcare | 25.74 | 13.48 |
Consumer Cyclical | 10.16 | 10.06 |
Consumer Defensive | 9.38 | 6.34 |
Communication Services | 8.08 | 8.30 |
Financial Services | 7.59 | 14.00 |
Industrials | 4.53 | 9.86 |
Number of long holdings: 49
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.10 | 401.70 | -1.64% | |
Apple | US0378331005 | 5.12 | 220.82 | -0.70% | |
Alphabet A | US02079K3059 | 4.29 | 150.92 | -4.02% | |
Meta Platforms | US30303M1027 | 3.62 | 500.27 | -3.21% | |
UnitedHealth | US91324P1021 | 3.57 | 596.88 | +0.23% | |
J&J | US4781601046 | 3.42 | 164.38 | -0.37% | |
Taiwan Semicon | TW0002330008 | 3.29 | 918.00 | +1.77% | |
SAP | DE0007164600 | 3.24 | 190.720 | -0.38% | |
Elevance Health | US0367521038 | 3.19 | 541.91 | -0.46% | |
Texas Instruments | US8825081040 | 3.09 | 197.45 | -2.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GMO Quality VI | 3.03B | 19.73 | 11.16 | 14.66 | ||
GMO Implementation | 2.39B | 7.41 | 6.56 | 3.24 | ||
GMO Quality IV | 1.22B | 19.69 | 11.10 | 14.61 | ||
GMO Benchmark-Free III | 1.04B | 9.22 | 6.44 | 3.76 | ||
GMO Benchmark-Free Allocation III | 960.03M | 6.83 | 5.48 | 3.18 |
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