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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.930 | 99.950 | 0.020 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.733 | 17.692 |
Price to Book | 2.813 | 2.835 |
Price to Sales | 2.067 | 2.016 |
Price to Cash Flow | 12.896 | 11.625 |
Dividend Yield | 1.843 | 2.115 |
5 Years Earnings Growth | 11.892 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.060 | 21.951 |
Financial Services | 16.380 | 15.485 |
Healthcare | 13.910 | 14.349 |
Consumer Cyclical | 11.860 | 10.648 |
Communication Services | 8.900 | 7.297 |
Industrials | 8.010 | 12.117 |
Consumer Defensive | 5.960 | 8.449 |
Real Estate | 3.380 | 2.805 |
Basic Materials | 3.250 | 4.376 |
Utilities | 0.220 | 2.587 |
Energy | 0.050 | 4.038 |
Number of long holdings: 4,310
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.15 | 413.65 | -0.36% | |
Apple | US0378331005 | 4.42 | 194.03 | +0.93% | |
NVIDIA | US67066G1040 | 3.65 | 1,149.99 | +4.89% | |
Amazon.com | US0231351067 | 2.80 | 178.33 | +1.07% | |
Alphabet A | US02079K3059 | 1.71 | 173.17 | +0.39% | |
Meta Platforms | US30303M1027 | 1.69 | 477.49 | +2.28% | |
Alphabet C | US02079K1079 | 1.48 | 174.44 | +0.28% | |
Eli Lilly | US5324571083 | 1.17 | 831.26 | +1.33% | |
Broadcom | US11135F1012 | 0.99 | 1,321.21 | -0.55% | |
JPMorgan | US46625H1005 | 0.98 | 201.82 | -0.40% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard EM Stock Index GBP Acc | 11.29B | 4.58 | -2.86 | 5.80 | ||
SRI Global Stock Fund Instl Pls GBA | 5.1B | 6.19 | 10.45 | - | ||
SRI Global Stock Fund Pound SterliA | 5.1B | 5.41 | 7.04 | 11.38 | ||
US Equity Index Common Contractual | 2.46B | 11.15 | 14.61 | 15.92 | ||
US Opportunities Inv GBP | 1.32B | 2.80 | 5.89 | 15.23 |
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