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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.69 | 0.69 | 0.00 |
Shares | 99.31 | 99.31 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.13 | 15.70 |
Price to Book | 2.11 | 2.47 |
Price to Sales | 2.11 | 1.69 |
Price to Cash Flow | 9.84 | 10.41 |
Dividend Yield | 4.37 | 2.54 |
5 Years Earnings Growth | 6.90 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 22.46 | 15.37 |
Utilities | 17.91 | 5.31 |
Financial Services | 15.86 | 21.27 |
Energy | 15.22 | 7.50 |
Consumer Defensive | 11.11 | 8.54 |
Real Estate | 5.62 | 3.50 |
Communication Services | 4.47 | 5.56 |
Basic Materials | 2.45 | 3.39 |
Consumer Cyclical | 2.25 | 6.80 |
Technology | 1.62 | 12.59 |
Industrials | 1.02 | 11.78 |
Number of long holdings: 46
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sanofi | FR0000120578 | 3.86 | 83.29 | +0.99% | |
TotalEnergies SE | FR0000120271 | 3.75 | 52.97 | -0.75% | |
Philip Morris | US7181721090 | 3.47 | 178.88 | +1.69% | |
Amgen | US0311621009 | 3.37 | 298.24 | +0.47% | |
Bristol-Myers Squibb | US1101221083 | 3.30 | 46.92 | -1.49% | |
Chevron | US1667641005 | 3.26 | 148.37 | +0.26% | |
Enbridge | CA29250N1050 | 3.20 | 44.74 | -0.09% | |
Gilead | US3755581036 | 3.16 | 111.75 | +0.22% | |
Verizon | US92343V1044 | 3.14 | 43.55 | -0.09% | |
J&J | US4781601046 | 3.10 | 156.01 | +0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.05B | 4.99 | 4.81 | 7.28 | ||
Federated Kaufmann R | 3.6B | 3.79 | 11.00 | 8.12 | ||
Federated Kaufmann Small Cap Instl | 1.88B | 0.29 | 7.18 | - | ||
Federated Kaufmann A | 1.09B | 3.99 | 11.02 | 8.14 | ||
Federated International Leaders Ins | 1.07B | 19.85 | 11.78 | 5.64 |
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