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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.46 | 6.55 | 0.09 |
Stocks | 55.11 | 55.29 | 0.18 |
Bonds | 32.90 | 32.90 | 0.00 |
Preferred | 0.06 | 0.06 | 0.00 |
Other | 5.47 | 5.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.41 | 18.49 |
Price to Book | 3.78 | 3.23 |
Price to Sales | 3.82 | 2.26 |
Price to Cash Flow | 16.18 | 12.61 |
Dividend Yield | 0.96 | 1.94 |
5 Years Earnings Growth | 11.46 | 11.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 40.18 | 24.01 |
Healthcare | 24.06 | 13.03 |
Consumer Cyclical | 9.38 | 9.84 |
Utilities | 7.99 | 3.27 |
Communication Services | 5.72 | 7.43 |
Industrials | 5.31 | 10.26 |
Financial Services | 4.38 | 15.16 |
Energy | 2.98 | 4.99 |
Number of long holdings: 235
Number of short holdings: 132
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Aggregate Miscellaneous Equity | - | 5.47 | - | - | |
United States Treasury Notes 3.625% | - | 5.37 | - | - | |
Microsoft | US5949181045 | 4.92 | 436.60 | -0.10% | |
NVIDIA | US67066G1040 | 3.44 | 134.70 | +3.08% | |
Amazon.com | US0231351067 | 2.95 | 224.92 | +0.73% | |
United States Treasury Notes 4% | - | 2.84 | - | - | |
UnitedHealth | US91324P1021 | 2.72 | 500.13 | +2.22% | |
Roper Technologies | US7766961061 | 2.29 | 525.40 | +0.70% | |
Fortive | US34959J1088 | 2.29 | 74.45 | +1.65% | |
Becton Dickinson | US0758871091 | 2.23 | 227.68 | +1.72% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Blue Chip Growth | 32.78B | 36.09 | 7.62 | 14.78 | ||
T. Rowe Price Blue Chip Growth I | 30.02B | 36.24 | 7.76 | - | ||
T. Rowe Price Capital AppreciationI | 28.69B | 15.25 | 7.60 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.65B | 32.75 | 8.37 | 16.17 | ||
T. Rowe Price Growth Stock I | 15.82B | 30.13 | 3.99 | - |
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