Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.050 | 5.880 | 4.830 |
Stocks | 98.890 | 98.890 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.888 | 16.325 |
Price to Book | 2.670 | 2.741 |
Price to Sales | 1.830 | 2.104 |
Price to Cash Flow | 11.355 | 10.528 |
Dividend Yield | 2.091 | 2.802 |
5 Years Earnings Growth | 10.735 | 12.687 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.570 | 20.037 |
Financial Services | 15.300 | 19.566 |
Healthcare | 13.020 | 12.780 |
Consumer Cyclical | 11.340 | 12.496 |
Industrials | 9.100 | 13.844 |
Communication Services | 7.660 | 9.289 |
Consumer Defensive | 6.290 | 8.436 |
Basic Materials | 3.620 | 9.036 |
Energy | 2.840 | 8.416 |
Utilities | 2.720 | 5.594 |
Real Estate | 2.560 | 4.433 |
Number of long holdings: 1,581
Number of short holdings: 120
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 5.30 | 223.66 | -0.08% | |
Microsoft | US5949181045 | 4.75 | 446.71 | +0.11% | |
Amazon.com | US0231351067 | 2.40 | 235.42 | +0.17% | |
NVIDIA | US67066G1040 | 2.05 | 147.22 | +0.10% | |
E-mini S&P 500 Dec13 | - | 1.45 | - | - | |
Alphabet A | US02079K3059 | 1.40 | 197.98 | -0.20% | |
Meta Platforms | US30303M1027 | 1.29 | 636.45 | +2.08% | |
Alphabet C | US02079K1079 | 1.26 | 199.58 | -0.23% | |
Tesla | US88160R1014 | 1.22 | 412.38 | -0.66% | |
UnitedHealth | US91324P1021 | 0.91 | 529.77 | +1.93% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
IE00BQXWZN22 | 8.75B | 7.62 | 3.37 | - | ||
Mercer Diversified Growth Fund M2 | 8.75B | 8.90 | 2.74 | 6.97 | ||
Mercer Diversified Growth Fund M12 | 8.75B | 3.65 | 3.13 | 6.71 | ||
IE00BJSP0W18 | 6.97B | -9.63 | - | - | ||
IE00BJYLNH90 | 6.97B | 17.71 | 7.02 | - |
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