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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 15.660 | 15.660 | 0.000 |
Shares | 84.340 | 84.340 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.509 | 27.088 |
Price to Book | 3.494 | 6.967 |
Price to Sales | 2.437 | 4.577 |
Price to Cash Flow | 12.089 | 17.913 |
Dividend Yield | 2.099 | 0.715 |
5 Years Earnings Growth | 11.773 | 13.186 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.430 | 39.250 |
Healthcare | 14.930 | 10.975 |
Financial Services | 13.490 | 9.994 |
Industrials | 11.120 | 6.994 |
Consumer Cyclical | 10.920 | 14.252 |
Communication Services | 7.400 | 12.686 |
Consumer Defensive | 5.910 | 3.616 |
Energy | 5.430 | 1.406 |
Utilities | 3.610 | 1.156 |
Real Estate | 1.980 | 1.506 |
Basic Materials | 1.790 | 1.669 |
Number of long holdings: 32
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.85 | 473.34 | +0.63% | |
AIG | US0268747849 | 4.21 | 85.41 | -2.21% | |
Oracle | US68389X1054 | 3.95 | 177.87 | +2.21% | |
Boston Scientific | US1011371077 | 3.87 | 100.39 | -1.67% | |
T-Mobile US | US8725901040 | 3.82 | 238.66 | -2.93% | |
Merck&Co | US58933Y1055 | 3.81 | 79.39 | +0.53% | |
Las Vegas Sands | US5178341070 | 3.49 | 41.92 | +4.21% | |
Eaton | IE00B8KQN827 | 3.47 | 326.81 | -1.40% | |
Lam Research Corp | US5128071082 | 3.36 | - | - | |
Mastercard | US57636Q1040 | 3.27 | 586.26 | -0.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 1.96B | -1.77 | 2.33 | 2.62 | ||
BNY Mellon Natl Interm Muni Bd M | 1.62B | -0.23 | 2.55 | 1.90 | ||
BNY Mellon Mid Cap Multi-Strategy M | 599.5M | -4.88 | 6.23 | 8.43 | ||
BNY Mellon Natl Short Term Muni Bd | 452.99M | 0.78 | 2.61 | 1.20 | ||
BNY Mellon Asset Allocation M | 425.16M | -1.86 | 6.75 | 6.59 |
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