
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.700 | 1.700 | 0.000 |
Shares | 98.300 | 98.300 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.078 | 15.718 |
Price to Book | 2.003 | 2.498 |
Price to Sales | 1.077 | 1.704 |
Price to Cash Flow | 10.335 | 10.578 |
Dividend Yield | 2.120 | 2.508 |
5 Years Earnings Growth | 12.062 | 9.542 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.490 | 21.283 |
Healthcare | 17.430 | 15.413 |
Technology | 14.310 | 12.611 |
Industrials | 11.760 | 11.752 |
Real Estate | 7.780 | 3.509 |
Consumer Cyclical | 7.440 | 6.784 |
Consumer Defensive | 7.040 | 8.400 |
Communication Services | 5.520 | 5.565 |
Energy | 2.930 | 7.617 |
Utilities | 2.240 | 5.261 |
Basic Materials | 2.060 | 3.412 |
Number of long holdings: 109
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.34 | 71.10 | +2.41% | |
Bank of America | US0605051046 | 3.16 | 39.99 | +0.53% | |
Verizon | US92343V1044 | 2.76 | 42.95 | +1.32% | |
Philip Morris | US7181721090 | 2.50 | 170.26 | +0.64% | |
AbbVie | US00287Y1091 | 2.28 | 193.51 | +0.61% | |
UnitedHealth | US91324P1021 | 2.05 | 409.23 | -2.56% | |
Cigna | US1255231003 | 1.95 | 337.21 | +0.71% | |
First Citizens BancShares | US31946M1036 | 1.88 | 1,793.05 | +1.18% | |
Berkshire Hathaway B | US0846707026 | 1.87 | 534.57 | +0.68% | |
Hewlett Packard | US42824C1099 | 1.85 | 16.31 | -1.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AXA 500 Managed Volatility Portfoli | 7.31B | -4.44 | 8.06 | 11.46 | ||
EQ/Equity 500 Index Portfolio Clasb | 6.53B | -4.39 | 8.47 | 11.85 | ||
AXA Aggressive Strategy Portfolio C | 5.09B | -3.08 | 4.39 | 7.15 | ||
AXA Growth Strategy Fund Class IB | 4.29B | -2.42 | 3.94 | 6.36 | ||
AXA Large Cap Growth Managed Vol IB | 4.02B | -9.11 | 8.16 | 12.83 |
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