
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.95 | 1.95 | 0.00 |
Shares | 81.65 | 81.65 | 0.00 |
Bonds | 0.40 | 0.40 | 0.00 |
Convertible | 5.47 | 5.47 | 0.00 |
Preferred | 10.53 | 10.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.67 | 16.21 |
Price to Book | 2.80 | 2.51 |
Price to Sales | 2.09 | 1.74 |
Price to Cash Flow | 12.19 | 10.47 |
Dividend Yield | 3.08 | 2.48 |
5 Years Earnings Growth | 7.07 | 9.25 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 21.93 | 14.53 |
Consumer Defensive | 17.03 | 8.12 |
Financial Services | 15.81 | 21.43 |
Industrials | 10.24 | 11.88 |
Utilities | 9.03 | 5.23 |
Energy | 8.38 | 7.39 |
Technology | 6.16 | 13.10 |
Basic Materials | 3.78 | 3.42 |
Communication Services | 3.09 | 5.98 |
Consumer Cyclical | 2.59 | 7.25 |
Real Estate | 1.97 | 3.37 |
Number of long holdings: 108
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 5.31 | 192.12 | +0.50% | |
Medtronic | IE00BTN1Y115 | 3.91 | 95.03 | -0.33% | |
Enterprise Products Partners LP | US2937921078 | 2.66 | 30.25 | -0.82% | |
Norfolk Southern | US6558441084 | 2.52 | 288.49 | -0.42% | |
Becton Dickinson | US0758871091 | 2.37 | 185.27 | -0.80% | |
UnitedHealth | US91324P1021 | 2.24 | 356.67 | -1.24% | |
Exxon Mobil | US30231G1022 | 2.23 | 110.64 | -0.87% | |
JPMorgan | US46625H1005 | 1.92 | 298.54 | -2.34% | |
Verizon | US92343V1044 | 1.92 | 40.36 | -0.05% | |
Kenvue | US49177J1025 | 1.77 | 14.10 | -13.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 22.69B | 10.89 | 27.26 | 17.66 | ||
American Century Growth Inv | 11.29B | 14.16 | 28.33 | 16.80 | ||
American Century Select Inv | 5.42B | 14.03 | 25.80 | 16.50 | ||
American Century Heritage Inv | 4.44B | 10.34 | 20.44 | 12.16 | ||
American Century Equity Income Inv | 2.75B | 9.88 | 11.57 | 9.46 |
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