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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.600 | 1.600 | 0.000 |
Stocks | 98.400 | 98.400 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.877 | 17.704 |
Price to Book | 2.825 | 2.842 |
Price to Sales | 1.759 | 2.000 |
Price to Cash Flow | 11.227 | 11.585 |
Dividend Yield | 1.783 | 2.107 |
5 Years Earnings Growth | 14.495 | 10.973 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.300 | 22.026 |
Financial Services | 15.780 | 15.447 |
Consumer Cyclical | 11.010 | 10.760 |
Healthcare | 10.990 | 14.371 |
Industrials | 9.910 | 12.071 |
Communication Services | 6.240 | 7.227 |
Consumer Defensive | 4.800 | 8.415 |
Basic Materials | 4.790 | 4.361 |
Real Estate | 3.220 | 2.819 |
Energy | 2.880 | 4.010 |
Utilities | 1.090 | 2.548 |
Number of long holdings: 352
Number of short holdings: 13
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.61 | 184.57 | +1.00% | |
Microsoft | US5949181045 | 4.83 | 412.32 | +0.43% | |
NVIDIA | US67066G1040 | 3.11 | 887.47 | -1.84% | |
Amazon.com | US0231351067 | 2.79 | 189.50 | +0.80% | |
Berkshire Hathaway B | US0846707026 | 1.97 | 408.63 | +0.56% | |
Alphabet C | US02079K1079 | 1.81 | 171.58 | +0.25% | |
Visa A | US92826C8394 | 1.75 | 278.71 | +0.55% | |
Meta Platforms | US30303M1027 | 1.74 | 475.42 | +0.60% | |
ASML Holding | NL0010273215 | 1.63 | 847.90 | +0.34% | |
Costco | US22160K1051 | 1.56 | 779.04 | +2.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Global CORE Equity Pp | 3.9B | 11.47 | 8.05 | 9.36 | ||
GS Global CORE Equity Portfolio I C | 3.9B | 11.80 | 8.65 | 9.97 | ||
Goldman Sachs Global CORE Equity Pr | 3.9B | 11.61 | 8.57 | 9.87 | ||
GS Global CORE Equity Portfolio I a | 3.9B | 11.80 | 8.66 | 9.96 | ||
GS Global CORE Equity Portfolio IOu | 3.9B | 11.93 | 9.18 | 10.51 |
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