Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.61 | 9.69 | 8.08 |
| Shares | 59.84 | 59.84 | 0.00 |
| Bonds | 38.28 | 38.28 | 0.00 |
| Convertible | 0.27 | 0.27 | 0.00 |
| Other | 0.01 | 0.01 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 17.48 | 16.35 |
| Price to Book | 3.05 | 2.38 |
| Price to Sales | 2.26 | 1.74 |
| Price to Cash Flow | 14.10 | 10.26 |
| Dividend Yield | 1.67 | 2.75 |
| 5 Years Earnings Growth | 10.00 | 9.15 |
| Name | Net % | Category Average |
|---|---|---|
| Industrials | 24.60 | 12.67 |
| Financial Services | 24.52 | 18.04 |
| Technology | 16.64 | 17.74 |
| Healthcare | 14.04 | 8.91 |
| Consumer Cyclical | 7.71 | 10.23 |
| Consumer Defensive | 4.19 | 7.15 |
| Basic Materials | 3.95 | 5.20 |
| Communication Services | 3.07 | 7.02 |
| Utilities | 1.29 | 3.61 |
Number of long holdings: 348
Number of short holdings: 52
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Standard Chartered | GB0004082847 | 2.08 | 1,662.00 | +0.09% | |
| Microsoft | US5949181045 | 1.99 | 478.28 | +0.11% | |
| Prudential | GB0007099541 | 1.96 | 1,095.50 | -0.45% | |
| Broadcom | US11135F1012 | 1.92 | 381.18 | +0.15% | |
| Core & Main Inc Class A | - | 1.89 | - | - | |
| Schneider Electric | FR0000121972 | 1.88 | 237.55 | +3.51% | |
| Tesco | GB00BLGZ9862 | 1.86 | 452.00 | +0.24% | |
| MercadoLibre | US58733R1023 | 1.85 | 2,145.32 | +1.20% | |
| HSBC | GB0005405286 | 1.81 | 1,074.40 | +0.39% | |
| Linde PLC | IE000S9YS762 | 1.79 | 347.200 | -0.52% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Diversified Trust Class C Acc | 3.49B | 8.94 | 10.38 | 7.89 | ||
| Diversified Trust D Acc | 3.49B | -1.30 | 2.49 | 6.75 | ||
| Leaders Trust Class A Inc | 2.66B | 6.77 | 10.23 | 8.64 | ||
| Leaders Trust Class C Acc | 2.66B | 14.43 | 13.04 | 9.65 | ||
| Leaders Trust Class C Inc | 2.66B | 14.46 | 13.05 | 9.68 |
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