
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.33 | 8.39 | 6.06 |
Shares | 60.04 | 60.04 | 0.00 |
Bonds | 37.35 | 37.35 | 0.00 |
Convertible | 0.27 | 0.27 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.50 | 16.05 |
Price to Book | 3.04 | 2.30 |
Price to Sales | 2.33 | 1.67 |
Price to Cash Flow | 15.19 | 9.87 |
Dividend Yield | 1.83 | 2.85 |
5 Years Earnings Growth | 9.89 | 9.24 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.03 | 18.15 |
Industrials | 23.31 | 12.43 |
Technology | 18.70 | 16.55 |
Healthcare | 13.65 | 9.55 |
Consumer Cyclical | 8.14 | 10.43 |
Basic Materials | 4.99 | 5.17 |
Consumer Defensive | 3.86 | 7.66 |
Utilities | 1.75 | 3.71 |
Communication Services | 1.57 | 6.66 |
Number of long holdings: 339
Number of short holdings: 52
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Standard Chartered | GB0004082847 | 1.96 | 1,383.50 | +0.73% | |
Microsoft | US5949181045 | 1.94 | 520.84 | -0.78% | |
Broadcom | US11135F1012 | 1.88 | 303.76 | +0.69% | |
Schneider Electric | FR0000121972 | 1.86 | 220.30 | 0.00% | |
Core & Main Inc Class A | - | 1.85 | - | - | |
Westinghouse Air Brake | US9297401088 | 1.81 | 187.91 | -0.23% | |
Relx | GB00B2B0DG97 | 1.76 | 3,568.00 | -2.67% | |
Linde PLC | IE000S9YS762 | 1.69 | 402.200 | -0.15% | |
Prudential | GB0007099541 | 1.68 | 959.20 | -1.15% | |
Tesco | GB00BLGZ9862 | 1.68 | 411.55 | +0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Inc | 3.52B | 3.03 | 8.20 | 7.51 | ||
Diversified Trust D Acc | 3.52B | -1.30 | 2.49 | 6.75 | ||
Leaders Trust Class A Inc | 2.76B | 6.77 | 10.23 | 8.64 | ||
Leaders Trust Class C Acc | 2.76B | 6.91 | 10.64 | 9.28 | ||
Leaders Trust Class C Inc | 2.76B | 6.93 | 10.63 | 9.31 |
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