FY 20427 Equities Trust - New Portfolio

cmartinmb1

FY 20427 Equities Trust
Individual Investor
Ranked #60,775 out of 767,017 TipRanks' Investors
Success Rate
67%
49 out of 73
profitable transactions
Average Return
33.39%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.92% MSFT
8.17% RTX
6.49% SHEL
5.98% ONON
5.95% PG
64.49% Others
By Assets
89.00% Stocks
5.96% ETFs
5.04% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
19.97% Technology
15.71% General
11.02% Industrials
10.92% Healthcare
9.51% Financial
32.87% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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67yvrhh2wi
67yvrhh2wi
premium
67yvrhh2wi
premium
67yvrhh2wi
67yvrhh2wi
67yvrhh2wi
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olrap9je7xe
olrap9je7xe
premium
olrap9je7xe
premium
olrap9je7xe
olrap9je7xe
olrap9je7xe
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as0zo0slpm7
as0zo0slpm7
premium
as0zo0slpm7
premium
as0zo0slpm7
as0zo0slpm7
as0zo0slpm7
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8ljtelp0wll
8ljtelp0wll
premium
8ljtelp0wll
premium
8ljtelp0wll
8ljtelp0wll
8ljtelp0wll
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gcv3e6b5do
gcv3e6b5do
premium
gcv3e6b5do
premium
gcv3e6b5do
gcv3e6b5do
gcv3e6b5do
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d1m6ejgr04m
d1m6ejgr04m
premium
d1m6ejgr04m
premium
d1m6ejgr04m
d1m6ejgr04m
d1m6ejgr04m
awph3rtitab
awph3rtitab
awph3rtitab
premium
awph3rtitab
premium
awph3rtitab
awph3rtitab
awph3rtitab
nqjgfajm8ng
nqjgfajm8ng
nqjgfajm8ng
premium
nqjgfajm8ng
premium
nqjgfajm8ng
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nqjgfajm8ng
hbneui0blu5
hbneui0blu5
hbneui0blu5
premium
hbneui0blu5
premium
hbneui0blu5
hbneui0blu5
hbneui0blu5
44zp4f0ar0p
44zp4f0ar0p
44zp4f0ar0p
premium
44zp4f0ar0p
premium
44zp4f0ar0p
44zp4f0ar0p
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KVUE
Kenvue, Inc.
$23.14
$0.305
(1.3%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$45.34B
23.82%
MBXIX
MBXIX
< FUND >
Catalyst/Millburn Hedge Strategy Fund Class I
$40.10
$0.08
(0.2%)
premium
premium
6.62%
HLN
Haleon PLC Sponsored ADR
$9.23
$0.05
(0.54%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$41.23B
15.86%
AAPL
Apple
$225.12
$0.89
(0.4%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.39T
21.34%
GOOGL
Alphabet Class A
$178.88
$2.74
(1.51%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.23T
37.50%
RIO
Rio Tinto
$60.62
$0.58
(0.95%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$104.25B
-6.68%
SHEL
Shell
$65.48
$0.09
(0.14%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$197.54B
-0.71%
PG
Procter & Gamble
$166.58
$0.74
(0.45%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$390.56B
8.78%
NEE
NextEra Energy
$74.24
$0.02
(0.03%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$152.71B
36.26%
MSFT
Microsoft
$425.20
$2.17
(0.51%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.15T
15.37%
RTX
RTX
$123.75
$0.38
(0.31%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$164.21B
50.40%
INCO
INCO
< ETF >
Columbia India Consumer ETF
$66.27
$0.51
(0.76%)
premium
premium
$432.75M
23.47%
MSMLX
MSMLX
< FUND >
Matthews Emerging Markets Small Companies Fund Investor Class
$24.76
$0.51
(2.02%)
premium
premium
-4.99%
SMIN
SMIN
< ETF >
iShares MSCI India Small Cap ETF
$79.00
$1.58
(1.96%)
premium
premium
$971.91M
26.06%
ONON
On Holding AG
$52.71
$0.09
(0.17%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$16.84B
98.12%
HSBC
HSBC Holdings
$45.00
$0.38
(0.85%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$160.18B
19.24%
GE
GE Aerospace
$183.56
$0.92
(0.5%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$197.67B
58.10%
TBBB
BBB Foods, Inc. Class A
$32.96
$0.07
(0.21%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.69B
GEV
GE Vernova Inc.
$333.26
$9.55
(2.95%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$89.23B
FRO
Frontline
$19.31
$0.77
(4.15%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$4.13B
-14.21%
ABT
Abbott Laboratories
$115.74
$0.7
(0.6%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$201.96B
21.56%
BLK
BlackRock
$1030.98
$5.37
(0.52%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$160.51B
56.68%
KMPR
Kemper
$69.73
$0.27
(0.39%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.45B
75.67%
CRWD
CrowdStrike Holdings
$347.88
$4.38
(1.28%)
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$84.21B
70.93%
VRTX
Vertex Pharmaceuticals
$494.61
$4.61
(0.94%)
premium
16 Buy
10 Hold
2 Sell
Moderate Buy
premium
$126.19B
29.31%