Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.710 | 4.560 | 0.850 |
Stocks | 96.280 | 96.410 | 0.130 |
Other | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.218 | 16.578 |
Price to Book | 2.598 | 2.728 |
Price to Sales | 2.398 | 2.089 |
Price to Cash Flow | 12.229 | 10.486 |
Dividend Yield | 2.178 | 2.721 |
5 Years Earnings Growth | 10.448 | 12.564 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.480 | 19.698 |
Healthcare | 19.450 | 13.610 |
Financial Services | 14.480 | 18.628 |
Consumer Cyclical | 7.960 | 12.922 |
Consumer Defensive | 7.800 | 8.775 |
Communication Services | 6.980 | 8.889 |
Industrials | 6.430 | 13.622 |
Real Estate | 5.440 | 4.664 |
Basic Materials | 2.480 | 9.441 |
Utilities | 0.460 | 5.976 |
Energy | 0.040 | 9.046 |
Number of long holdings: 1,176
Number of short holdings: 33
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 7.46 | 228.22 | +1.38% | |
Microsoft | US5949181045 | 6.72 | 426.89 | +0.40% | |
NVIDIA | US67066G1040 | 1.51 | 146.76 | +0.33% | |
J&J | US4781601046 | 1.26 | 151.87 | -0.89% | |
Alphabet A | US02079K3059 | 1.26 | 175.58 | -1.84% | |
UnitedHealth | US91324P1021 | 1.24 | 593.15 | -2.10% | |
Tesla | US88160R1014 | 1.21 | 311.18 | -5.77% | |
Alphabet C | US02079K1079 | 1.13 | 177.35 | -1.74% | |
P&G | US7427181091 | 0.94 | 167.08 | +0.30% | |
Visa A | US92826C8394 | 0.94 | 308.25 | -0.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mercer Diversified Growth Fund M2 | 6.7B | 7.57 | 2.90 | 7.08 | ||
Mercer Diversified Growth Fund M12 | 6.49B | 3.65 | 3.13 | 6.71 | ||
IE00BJSP0X25 | 6.78B | 18.70 | 9.07 | 9.39 | ||
IE00BQXWZN22 | 21.41M | -1.44 | 5.37 | - | ||
IE00BK4YQM16 | 6.08B | 13.05 | 9.53 | 12.40 |
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