Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.950 | 99.950 | 0.000 |
Bonds | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.747 | 19.750 |
Price to Book | 4.111 | 3.715 |
Price to Sales | 2.662 | 2.373 |
Price to Cash Flow | 14.994 | 13.660 |
Dividend Yield | 1.440 | 1.602 |
5 Years Earnings Growth | 11.867 | 11.635 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.580 | 26.530 |
Financial Services | 12.680 | 14.255 |
Healthcare | 12.450 | 13.704 |
Consumer Cyclical | 10.500 | 10.257 |
Communication Services | 8.950 | 8.185 |
Industrials | 8.320 | 10.162 |
Consumer Defensive | 5.930 | 6.510 |
Energy | 3.950 | 4.437 |
Real Estate | 2.280 | 2.367 |
Utilities | 2.200 | 2.407 |
Basic Materials | 2.150 | 2.743 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 6.88 | - | - | |
Apple Inc | - | 5.48 | - | - | |
NVIDIA Corp | - | 4.91 | - | - | |
Amazon.com Inc | - | 3.63 | - | - | |
E-mini S&P 500 Future June 24 | - | 2.63 | - | - | |
Meta Platforms Inc Class A | - | 2.35 | - | - | |
Alphabet Inc Class A | - | 1.96 | - | - | |
Berkshire Hathaway Inc Class B | - | 1.68 | - | - | |
Alphabet Inc Class C | - | 1.65 | - | - | |
Eli Lilly and Co | - | 1.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Principal MidCap Institutional | 12.2B | 3.94 | 4.54 | 12.12 | ||
Principal Equity Income Inst | 7.16B | 3.67 | 4.05 | 9.06 | ||
Principal Large Cap S&P 500 Index I | 5.16B | 6.01 | 7.87 | 12.21 | ||
Principal Preferred Securities Inst | 4.32B | 2.81 | -0.20 | 3.99 | ||
Principal Large Cap Value III Inst | 3.36B | 4.61 | 5.62 | 8.97 |
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