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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.05 | 2.05 | 0.00 |
Shares | 84.23 | 84.23 | 0.00 |
Bonds | 0.46 | 0.46 | 0.00 |
Convertible | 3.48 | 3.48 | 0.00 |
Preferred | 9.77 | 9.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.09 | 15.20 |
Price to Book | 2.79 | 2.41 |
Price to Sales | 2.02 | 1.62 |
Price to Cash Flow | 11.74 | 10.08 |
Dividend Yield | 3.26 | 2.62 |
5 Years Earnings Growth | 6.04 | 9.69 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 21.43 | 15.36 |
Consumer Defensive | 18.74 | 8.47 |
Financial Services | 15.82 | 20.49 |
Industrials | 11.07 | 11.90 |
Utilities | 9.48 | 5.03 |
Energy | 8.31 | 8.35 |
Technology | 4.95 | 12.49 |
Basic Materials | 3.21 | 3.92 |
Communication Services | 2.90 | 5.50 |
Consumer Cyclical | 2.15 | 6.48 |
Real Estate | 1.93 | 3.61 |
Number of long holdings: 102
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Johnson & Johnson | - | 5.31 | - | - | |
Medtronic | IE00BTN1Y115 | 5.06 | 81.68 | +0.94% | |
Colgate-Palmolive Co | - | 2.61 | - | - | |
Exxon Mobil Corp | - | 2.39 | - | - | |
Becton Dickinson & Co | - | 2.38 | - | - | |
Norfolk Southern Corp | - | 2.33 | - | - | |
Enterprise Products Partners LP | - | 2.31 | - | - | |
Kimberly-Clark Corp | - | 2.13 | - | - | |
RTX Corp | - | 2.11 | - | - | |
Roche Holding Participation | CH0012032048 | 1.97 | 217.30 | +1.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 18.46B | 10.90 | 9.74 | 15.78 | ||
American Century Growth Inv | 9.4B | 11.88 | 11.32 | 14.64 | ||
American Century Select Inv | 4.35B | 9.63 | 10.65 | 14.61 | ||
American Century Heritage Inv | 3.86B | 12.48 | 2.50 | 10.36 | ||
American Century Mid Cap Value R6 | 3.24B | 4.85 | 6.74 | 9.17 |
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