
Please try another search
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 | 15.66 |
Price to Book | 2.11 | 2.48 |
Price to Sales | 2.11 | 1.69 |
Price to Cash Flow | 9.84 | 10.48 |
Dividend Yield | 4.37 | 2.53 |
5 Years Earnings Growth | 6.90 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 22.46 | 15.63 |
Utilities | 17.91 | 5.34 |
Financial Services | 15.86 | 21.21 |
Energy | 15.22 | 7.64 |
Consumer Defensive | 11.11 | 8.54 |
Real Estate | 5.62 | 3.50 |
Communication Services | 4.47 | 5.55 |
Basic Materials | 2.45 | 3.40 |
Consumer Cyclical | 2.25 | 6.74 |
Technology | 1.62 | 12.42 |
Industrials | 1.02 | 11.68 |
Number of long holdings: 46
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Sanofi | FR0000120578 | 3.86 | 85.91 | -1.84% | |
TotalEnergies SE | FR0000120271 | 3.75 | 52.68 | +1.97% | |
Philip Morris | US7181721090 | 3.47 | 182.75 | +1.20% | |
Amgen | US0311621009 | 3.37 | 288.47 | +0.10% | |
Bristol-Myers Squibb | US1101221083 | 3.30 | 48.79 | +1.06% | |
Chevron | US1667641005 | 3.26 | 137.84 | +0.83% | |
Enbridge | CA29250N1050 | 3.20 | 47.16 | +1.46% | |
Gilead | US3755581036 | 3.16 | 108.91 | -1.06% | |
Verizon | US92343V1044 | 3.14 | 44.10 | +0.32% | |
J&J | US4781601046 | 3.10 | 155.40 | +0.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.02B | 3.78 | 6.35 | 7.15 | ||
Federated Kaufmann R | 3.48B | -2.17 | 7.27 | 7.92 | ||
Federated Kaufmann Small Cap Instl | 1.83B | -5.33 | 3.63 | - | ||
Federated Strategic Value DividendA | 1.57B | 3.72 | 6.13 | 6.88 | ||
Federated Kaufmann A | 1.06B | -2.17 | 7.29 | 7.92 |
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