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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.46 | 4.48 | 0.02 |
Shares | 95.55 | 95.55 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.52 | 15.20 |
Price to Book | 1.65 | 2.41 |
Price to Sales | 1.04 | 1.62 |
Price to Cash Flow | 8.23 | 10.08 |
Dividend Yield | 2.81 | 2.62 |
5 Years Earnings Growth | 7.80 | 9.69 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.40 | 20.49 |
Healthcare | 18.49 | 15.36 |
Technology | 14.34 | 12.49 |
Consumer Defensive | 8.47 | 8.47 |
Energy | 8.06 | 8.35 |
Industrials | 8.02 | 11.90 |
Consumer Cyclical | 6.43 | 6.48 |
Communication Services | 5.27 | 5.50 |
Utilities | 4.27 | 5.03 |
Basic Materials | 1.21 | 3.92 |
Real Estate | 1.05 | 3.61 |
Number of long holdings: 114
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 3.41 | - | - | |
Citigroup Inc | - | 3.31 | - | - | |
American International Group Inc | - | 2.72 | - | - | |
General Motors Co | - | 2.46 | - | - | |
First Citizens BancShares Inc Class A | - | 2.35 | - | - | |
BP | GB0007980591 | 2.32 | 510.40 | -1.05% | |
L3Harris Technologies Inc | - | 2.16 | - | - | |
The Kraft Heinz Co | - | 2.16 | - | - | |
Shell | GB00BP6MXD84 | 2.16 | 33.48 | -0.81% | |
Medtronic | IE00BTN1Y115 | 2.01 | 81.68 | +0.94% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 14.95B | 10.54 | 11.45 | 12.93 | ||
BlackRock Equity Dividend Instl | 10.29B | 7.82 | 7.99 | 9.72 | ||
BlackRock International Index Instl | 9.72B | 5.86 | 4.95 | 4.78 | ||
BlackRock International Index Inv A | 9.72B | 5.77 | 4.69 | 4.50 | ||
BlackRock International Index K | 9.72B | 5.85 | 5.01 | 4.82 |
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