
Please try another search
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 | 28.986 |
Price to Book | 3.494 | 7.375 |
Price to Sales | 2.437 | 4.847 |
Price to Cash Flow | 12.089 | 18.522 |
Dividend Yield | 2.099 | 0.718 |
5 Years Earnings Growth | 11.773 | 12.703 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.430 | 40.255 |
Healthcare | 14.930 | 10.143 |
Financial Services | 13.490 | 9.744 |
Industrials | 11.120 | 7.101 |
Consumer Cyclical | 10.920 | 14.178 |
Communication Services | 7.400 | 12.882 |
Consumer Defensive | 5.910 | 3.539 |
Energy | 5.430 | 1.300 |
Utilities | 3.610 | 1.239 |
Real Estate | 1.980 | 1.421 |
Basic Materials | 1.790 | 1.633 |
Number of long holdings: 32
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.85 | 520.58 | -1.64% | |
AIG | US0268747849 | 4.21 | 79.89 | +1.80% | |
Oracle | US68389X1054 | 3.95 | 244.18 | -3.81% | |
Boston Scientific | US1011371077 | 3.87 | 102.50 | -0.14% | |
T-Mobile US | US8725901040 | 3.82 | 250.84 | -0.57% | |
Merck&Co | US58933Y1055 | 3.81 | 82.71 | +3.00% | |
Las Vegas Sands | US5178341070 | 3.49 | 54.33 | +0.82% | |
Eaton | IE00B8KQN827 | 3.47 | 357.49 | -1.60% | |
Lam Research Corp | US5128071082 | 3.36 | - | - | |
Mastercard | US57636Q1040 | 3.27 | 577.90 | +0.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 1.91B | -1.91 | 2.31 | 2.58 | ||
BNY Mellon Natl Interm Muni Bd M | 1.69B | 1.06 | 2.23 | 2.02 | ||
BNY Mellon Mid Cap Multi-Strategy M | 579.31M | 5.93 | 10.98 | 9.51 | ||
BNY Mellon Natl Short Term Muni Bd | 501.16M | 2.44 | 2.75 | 1.36 | ||
BNY Mellon Asset Allocation M | 436.89M | 7.32 | 10.00 | 7.58 |
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