Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.530 | 8.110 | 5.580 |
Stocks | 95.340 | 95.340 | 0.000 |
Other | 2.140 | 2.140 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.653 | 16.342 |
Price to Book | 3.137 | 2.722 |
Price to Sales | 1.896 | 2.092 |
Price to Cash Flow | 12.538 | 10.483 |
Dividend Yield | 1.823 | 2.778 |
5 Years Earnings Growth | 10.549 | 13.012 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.710 | 20.011 |
Consumer Defensive | 16.520 | 8.423 |
Healthcare | 16.420 | 12.883 |
Financial Services | 14.000 | 19.445 |
Communication Services | 11.100 | 9.222 |
Industrials | 9.890 | 13.902 |
Consumer Cyclical | 5.240 | 12.526 |
Basic Materials | 2.620 | 9.101 |
Real Estate | 1.060 | 4.457 |
Energy | 0.930 | 8.368 |
Utilities | 0.510 | 5.566 |
Number of long holdings: 571
Number of short holdings: 155
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.89 | 435.84 | -0.17% | |
Alphabet A | US02079K3059 | 2.35 | 194.57 | +1.65% | |
WisdomTree Physical Gold | JE00B1VS3770 | 2.13 | 243.79 | -0.42% | |
E-mini S&P 500 Dec14 | - | 1.79 | - | - | |
Visa A | US92826C8394 | 1.65 | 316.34 | -0.43% | |
Diageo | GB0002374006 | 1.50 | 2,493.5 | -0.44% | |
ADP | US0530151036 | 1.42 | 293.58 | -0.15% | |
Amazon.com | US0231351067 | 1.30 | 226.22 | +0.58% | |
J&J | US4781601046 | 1.21 | 144.75 | +0.19% | |
Electronic Arts | US2855121099 | 1.16 | 147.14 | -0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BKBY5X83 | 10.6B | 7.32 | 2.04 | - | ||
Mercer Diversified Growth Fund M10 | 810.63M | 8.65 | 2.51 | 4.43 | ||
IE00BD6K7X62 | 418.01K | 8.33 | 2.68 | - | ||
IE00BKLFW419 | 49.48M | 7.97 | 2.31 | - | ||
IE00BKBY5Z08 | 289.21M | 9.09 | 3.57 | - |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review