Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.680 | 3.390 | 2.710 |
Stocks | 99.310 | 99.310 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.878 | 17.782 |
Price to Book | 2.821 | 2.856 |
Price to Sales | 1.696 | 2.026 |
Price to Cash Flow | 12.475 | 11.657 |
Dividend Yield | 1.564 | 2.105 |
5 Years Earnings Growth | 11.064 | 10.947 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.090 | 22.061 |
Financial Services | 15.450 | 15.464 |
Healthcare | 14.040 | 14.310 |
Consumer Cyclical | 13.400 | 10.670 |
Industrials | 9.150 | 12.104 |
Communication Services | 6.520 | 7.260 |
Basic Materials | 4.370 | 4.379 |
Consumer Defensive | 3.940 | 8.416 |
Real Estate | 3.530 | 2.805 |
Utilities | 2.470 | 2.559 |
Energy | 0.040 | 4.026 |
Number of long holdings: 198
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.13 | 430.52 | +0.35% | |
Amazon.com | US0231351067 | 4.74 | 183.13 | -0.01% | |
Apple | US0378331005 | 3.22 | 190.90 | -0.75% | |
AMD | US0079031078 | 2.40 | 165.52 | +0.52% | |
Alphabet A | US02079K3059 | 2.33 | 176.38 | -0.83% | |
JPMorgan | US46625H1005 | 1.86 | 198.31 | -0.61% | |
TJX | US8725401090 | 1.59 | 101.12 | +3.50% | |
Unilever | GB00B10RZP78 | 1.42 | 50.68 | +1.08% | |
ServiceNow Inc | US81762P1021 | 1.32 | 770.23 | -0.88% | |
Uber Tech | US90353T1007 | 1.27 | 65.48 | +2.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wellington Global Quality Growth Fu | 6.47B | 2.94 | 3.84 | 11.52 | ||
Wellington US Research Equity Fund | 1.37B | 2.09 | 7.56 | 10.98 | ||
Wellington US Research Equity Fudd | 1.37B | 2.01 | 6.55 | 9.95 | ||
Wellington Global Select Capital Ap | 99.22M | 2.09 | 2.16 | 9.60 | ||
Wellington Global Opportunities Equ | 30.59M | 1.00 | 3.10 | 7.61 |
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