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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.030 | 2.060 | 0.030 |
Stocks | 97.970 | 97.970 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.713 | 23.849 |
Price to Book | 3.718 | 4.492 |
Price to Sales | 1.926 | 3.284 |
Price to Cash Flow | 12.692 | 15.784 |
Dividend Yield | 1.033 | 1.250 |
5 Years Earnings Growth | 13.035 | 12.584 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.550 | 26.610 |
Financial Services | 16.040 | 13.552 |
Healthcare | 13.710 | 16.355 |
Communication Services | 13.140 | 8.053 |
Industrials | 12.010 | 11.910 |
Consumer Cyclical | 10.600 | 12.505 |
Real Estate | 3.590 | 1.877 |
Consumer Defensive | 2.400 | 7.851 |
Energy | 0.970 | 3.388 |
Number of long holdings: 84
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.93 | 448.37 | +1.31% | |
Amazon.com | US0231351067 | 3.85 | 184.06 | +0.22% | |
Alphabet C | US02079K1079 | 3.60 | 178.78 | +0.23% | |
Meta Platforms | US30303M1027 | 3.19 | 506.63 | +0.49% | |
Taiwan Semicon | TW0002330008 | 2.17 | 921.00 | 0.00% | |
UnitedHealth | US91324P1021 | 2.14 | 489.23 | -1.59% | |
Salesforce Inc | US79466L3024 | 2.06 | 230.48 | -0.63% | |
Gartner | US3666511072 | 1.86 | 442.69 | +2.42% | |
Broadcom | US11135F1012 | 1.79 | 1,828.87 | +5.41% | |
NVIDIA | US67066G1040 | 1.78 | 130.98 | -0.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
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 Research Equity u | 992.46M | 1.71 | 5.37 | 8.65 | ||
Wellington Global Select Capital Ap | 98.99M | 2.09 | 2.16 | 9.60 | ||
Wellington Global Opportunities Eqn | 30.74M | 0.99 | 2.91 | - |
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