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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.40 | 1.40 | 0.00 |
Stocks | 98.60 | 98.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.66 | 20.36 |
Price to Book | 4.06 | 3.97 |
Price to Sales | 2.50 | 2.63 |
Price to Cash Flow | 16.26 | 14.39 |
Dividend Yield | 1.84 | 1.54 |
5 Years Earnings Growth | 9.60 | 11.09 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.79 | 28.73 |
Financial Services | 19.13 | 14.48 |
Healthcare | 14.30 | 12.25 |
Industrials | 13.35 | 9.63 |
Consumer Defensive | 8.49 | 6.11 |
Consumer Cyclical | 7.83 | 10.52 |
Energy | 4.72 | 3.82 |
Utilities | 3.65 | 2.76 |
Basic Materials | 2.43 | 2.38 |
Real Estate | 2.11 | 2.27 |
Communication Services | 1.21 | 8.46 |
Number of long holdings: 103
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.92 | 411.69 | +0.47% | |
Apple | US0378331005 | 5.82 | 227.48 | +0.04% | |
Visa A | US92826C8394 | 2.66 | 351.35 | +0.96% | |
JPMorgan | US46625H1005 | 2.56 | 271.08 | -1.71% | |
Chubb | CH0044328745 | 2.15 | 266.95 | -1.19% | |
GE Aerospace | US3696043013 | 1.88 | 204.98 | -0.15% | |
Marsh McLennan | US5717481023 | 1.77 | 227.79 | +0.17% | |
Eli Lilly | US5324571083 | 1.71 | 867.67 | -1.21% | |
Walmart | US9311421039 | 1.68 | 102.61 | +1.44% | |
UnitedHealth | US91324P1021 | 1.57 | 532.37 | +1.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.38B | 3.26 | 8.22 | 10.98 | ||
T. Rowe Price Blue Chip Growth | 32.72B | 2.82 | 12.74 | 15.20 | ||
T. Rowe Price Capital AppreciationI | 29.47B | 3.26 | 8.35 | - | ||
T. Rowe Price Blue Chip Growth I | 29.85B | 2.83 | 12.89 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.52B | 2.70 | 12.53 | 16.51 |
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