MSFT (MICROSOFT CORP)

Applications Software, Software, Technology


Portfolios holding MSFT - sorted by percentage allocation

The Russell 1000 Technology Managed Portfolio includes stocks of companies that serve the electronics and computer industries or that manufacture products based on the latest applied science.

Strategy
Index Tracker

This portfolio is new to IBKR Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 0.2% fee
  • $5,000 min

The Global Strategy seeks to provide long-term capital appreciation by tactically investing in a diversified portfolio of domestic and international large-cap stocks, ADRs and ETFs.

Strategy
Stocks

This portfolio is new to IBKR Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 1% fee
  • $50,000 min

Vista Investment Management employs a Core Equity strategy. The primary objective is growth of capital with a moderate level of risk. The model portfolio is highly diversified and has exposure to virtually all major equity sectors.

Strategy
Stocks
Sharpe ratio
0.06 365 days
Performance
3.2% 365 days
Risk score
Fees
  • 0.5% fee
  • $20,000 min

The Russell Top 200 Managed Portfolio seeks to invest in the top 200 large-capitalization U.S. equities.

Strategy
Index Tracker

This portfolio is new to IBKR Asset Management and does not have 365 days worth of daily performance data required for us to calculate risk metrics.

Sharpe ratio
-
Performance
Risk score
Fees
  • 0.2% fee
  • $5,000 min

Studies quarterly and annual reports, looking for companies that have demonstrated the ability to grow sales, earnings, cash flows and book values consistently over multiple economic cycles. Long only and buys across all capitalizations.

Strategy
Stocks
Sharpe ratio
0.66 365 days
Performance
14.1% 365 days
Risk score
Fees
  • 1% fee
  • $20,000 min


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Portfolios in the same sector - sorted by percentage allocation

Buying a dollar for half of its value.

Strategy
Stocks
Sharpe ratio
0.89 365 days
Performance
15.0% 365 days
Risk score
Fees
  • 1.5% fee
  • $10,000 min

Sparrow Unconstrained Long/Short Strategy invests across market sectors, industries, and market capitalization ranges. The Sparrow Unconstrained Long/Short Strategy objective is to provide the most efficient risk/reward outcome over time.

Strategy
Stocks
Sharpe ratio
1.67 365 days
Performance
39.6% 365 days
Risk score
Fees
  • 1% fee
  • $50,000 min

We focus on US takeover targets or potential takeover targets and use screening guidelines including liquidity, premium and share price. Our focus is current US takeover targets or potential targets.

Strategy
Stocks
Sharpe ratio
-0.73 365 days
Performance
-7.9% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 min

Seeks to capture large cap stock mispricing opportunities due to market inefficiency, by continuously computing relative valuation of large cap stocks according to growth factors such as earnings growth rate, sales growth rate, p/e/g ratios, asset turnover rate, operating margin, debt/equity ratio, free cash flow, relative price strength, etc.

Strategy
Stocks
Sharpe ratio
0.43 365 days
Performance
8.8% 365 days
Risk score
Fees
  • 1.5% fee
  • $120,000 min

The Growth portfolio is a portfolio designed to systematically deliver return and risk characteristics of large and mid cap growth stocks within the US equity market. The portfolio is implemented using a rules-based approach and offered at a relatively low cost. Stocks are compared against their sector peers, and those with attractive growth ratios receive higher allocations.

Strategy
IBKR Smart Beta
Sharpe ratio
0.33 365 days
Performance
6.6% 365 days
Risk score
Fees
  • 0.08% fee
  • $5,000 min



Important Information

  1. Past performance is no guarantee of future results.
  2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
  3. Benchmark returns have been calculated by IBKR Asset Management using a time-weighted calculation of daily index valuations.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.