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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.67 | 0.67 | 0.00 |
Shares | 98.45 | 98.45 | 0.00 |
Bonds | 0.27 | 0.27 | 0.00 |
Preferred | 0.61 | 0.61 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.74 | 27.17 |
Price to Book | 6.65 | 6.97 |
Price to Sales | 5.50 | 4.56 |
Price to Cash Flow | 19.93 | 17.92 |
Dividend Yield | 0.90 | 0.72 |
5 Years Earnings Growth | 10.33 | 12.98 |
Name | Net % | Category Average |
---|---|---|
Technology | 37.84 | 39.23 |
Industrials | 17.24 | 7.06 |
Healthcare | 13.20 | 10.94 |
Financial Services | 10.92 | 10.00 |
Consumer Cyclical | 6.47 | 14.19 |
Communication Services | 5.67 | 12.69 |
Basic Materials | 4.45 | 1.68 |
Consumer Defensive | 2.66 | 3.67 |
Utilities | 1.03 | 1.16 |
Real Estate | 0.52 | 1.49 |
Number of long holdings: 93
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.04 | 497.45 | +1.05% | |
NVIDIA | US67066G1040 | 6.62 | 155.02 | +0.46% | |
Amazon.com | US0231351067 | 4.37 | 217.12 | +2.42% | |
Mastercard | US57636Q1040 | 3.14 | 545.81 | -0.71% | |
Apple | US0378331005 | 2.66 | 201.00 | -0.28% | |
Amphenol | US0320951017 | 2.56 | 96.98 | -0.04% | |
ServiceNow Inc | US81762P1021 | 2.50 | 1,011.44 | +0.62% | |
Intuitive Surgical | US46120E6023 | 2.21 | 534.19 | +2.41% | |
Alphabet C | US02079K1079 | 2.03 | 174.43 | +1.71% | |
Intuit | US4612021034 | 1.91 | 772.86 | +1.98% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.04B | 2.78 | 4.77 | 5.53 | ||
Franklin Rising Dividends R6 | 3.43B | 2.07 | 8.80 | 10.72 | ||
Franklin Rising Dividends Adv | 4.14B | 2.05 | 8.73 | 10.62 | ||
Franklin Rising Dividends A | 18.77B | 1.95 | 8.45 | 10.34 | ||
Franklin Rising Dividends C | 747.15M | 1.64 | 7.65 | 9.51 |
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