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FY 20427 Equities Trust - New Portfolio

cmartinmb1

FY 20427 Equities Trust
Individual Investor
Ranked #57,629 out of 769,002 TipRanks' Investors
Success Rate
67%
49 out of 73
profitable transactions
Average Return
33.88%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.61% MSFT
7.92% RTX
6.53% SHEL
6.34% ONON
6.14% PG
64.46% Others
By Assets
89.01% Stocks
5.97% ETFs
5.02% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
19.90% Technology
15.75% General
10.69% Healthcare
10.68% Industrials
9.62% Financial
33.36% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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KVUE
Kenvue, Inc.
$24.09
$0.31
(1.3%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$45.42B
19.50%
MBXIX
MBXIX
< FUND >
Catalyst/Millburn Hedge Strategy Fund Class I
$40.26
$0.22
(0.55%)
premium
premium
8.51%
HLN
Haleon PLC Sponsored ADR
$9.55
$0.07
(0.74%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$42.04B
13.94%
AAPL
Apple
$228.52
$0.48
(0.21%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
20.12%
GOOGL
Alphabet Class A
$167.63
$8.35
(4.74%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.19T
28.48%
RIO
Rio Tinto
$62.57
$0.18
(0.29%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$105.49B
-11.18%
SHEL
Shell
$66.27
$0.84
(1.28%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$199.95B
-1.64%
PG
Procter & Gamble
$172.75
$1.86
(1.09%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$402.15B
14.22%
NEE
NextEra Energy
$77.36
$0.48
(0.62%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$158.51B
32.60%
MSFT
Microsoft
$412.87
$1.79
(0.43%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
11.37%
RTX
RTX
$120.53
$1.38
(1.16%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$158.34B
49.27%
INCO
INCO
< ETF >
Columbia India Consumer ETF
$66.93
$0.71
(1.05%)
premium
premium
$426.21M
20.68%
MSMLX
MSMLX
< FUND >
Matthews Emerging Markets Small Companies Fund Investor Class
$24.69
$0.04
(0.16%)
premium
premium
-8.70%
SMIN
SMIN
< ETF >
iShares MSCI India Small Cap ETF
$79.56
$0.74
(0.92%)
premium
premium
$930.45M
21.59%
ONON
On Holding AG
$56.19
$2.45
(4.56%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$17.09B
92.82%
HSBC
HSBC Holdings
$46.32
$0.09
(0.19%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$165.55B
21.53%
GE
GE Aerospace
$178.70
$0.72
(0.4%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$192.17B
48.81%
TBBB
BBB Foods, Inc. Class A
$33.40
$0.62
(1.89%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.67B
GEV
GE Vernova Inc.
$339.85
$2.92
(0.85%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$93.72B
FRO
Frontline
$19.53
$0.73
(3.6%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$4.56B
-7.61%
ABT
Abbott Laboratories
$117.26
$1.33
(1.15%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$203.16B
13.76%
BLK
BlackRock
$1028.00
$3.33
(0.32%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$159.23B
41.40%
KMPR
Kemper
$72.10
$1.39
(1.97%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.52B
66.14%
CRWD
CrowdStrike Holdings
$357.55
$7.4
(2.11%)
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$86.61B
67.55%
VRTX
Vertex Pharmaceuticals
$450.37
$0.86
(0.19%)
premium
16 Buy
9 Hold
2 Sell
Moderate Buy
premium
$115.38B
27.18%