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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.230 | 4.230 | 0.000 |
Stocks | 95.640 | 95.640 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.205 | 24.086 |
Price to Book | 3.297 | 4.527 |
Price to Sales | 2.289 | 3.307 |
Price to Cash Flow | 13.525 | 15.927 |
Dividend Yield | 1.572 | 1.224 |
5 Years Earnings Growth | 11.843 | 12.407 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.350 | 26.755 |
Healthcare | 16.670 | 16.367 |
Consumer Cyclical | 12.130 | 12.487 |
Financial Services | 11.890 | 13.512 |
Industrials | 11.770 | 11.825 |
Communication Services | 10.600 | 7.933 |
Consumer Defensive | 5.110 | 7.992 |
Basic Materials | 4.820 | 4.323 |
Energy | 3.440 | 3.331 |
Utilities | 0.780 | 2.303 |
Real Estate | 0.440 | 1.920 |
Number of long holdings: 258
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.73 | 427.00 | -0.82% | |
Novo Nordisk B | DK0062498333 | 3.17 | 937.4 | +1.56% | |
Meta Platforms | US30303M1027 | 3.09 | 465.78 | -0.43% | |
Taiwan Semicon | TW0002330008 | 2.66 | 875.00 | +1.27% | |
Broadcom | US11135F1012 | 2.50 | 1,393.29 | +0.08% | |
AstraZeneca | GB0009895292 | 1.82 | 12,404.0 | +0.36% | |
Eli Lilly | US5324571083 | 1.73 | 808.45 | +0.69% | |
Tesla | US88160R1014 | 1.60 | 173.74 | -3.54% | |
NVIDIA | US67066G1040 | 1.50 | 1,037.99 | +9.32% | |
TotalEnergies SE | FR0000120271 | 1.27 | 65.70 | +0.81% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Funzs | 13.95B | 4.30 | 1.56 | 9.83 | ||
Capital Group New Perspective Fuzds | 13.95B | 4.29 | 1.56 | 9.83 | ||
European Growth and Income Fund LUs | 162.2M | 6.28 | 8.45 | 6.49 |
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