
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.67 | 1.67 | 0.00 |
Shares | 98.33 | 98.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.35 | 13.57 |
Price to Book | 2.33 | 2.00 |
Price to Sales | 1.56 | 1.35 |
Price to Cash Flow | 8.90 | 8.81 |
Dividend Yield | 2.66 | 3.14 |
5 Years Earnings Growth | 7.49 | 9.38 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.70 | 20.36 |
Healthcare | 22.53 | 13.89 |
Industrials | 13.14 | 10.78 |
Consumer Defensive | 9.50 | 10.65 |
Consumer Cyclical | 8.08 | 8.49 |
Energy | 6.60 | 6.28 |
Technology | 5.83 | 12.52 |
Communication Services | 5.26 | 7.78 |
Real Estate | 2.71 | 3.99 |
Basic Materials | 2.64 | 4.61 |
Number of long holdings: 39
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.57 | 243.49 | -0.47% | |
DBS | SG1L01001701 | 4.57 | 42.35 | +0.02% | |
HALEON | GB00BMX86B70 | 4.41 | 377.50 | +0.24% | |
Medtronic | IE00BTN1Y115 | 4.34 | 84.16 | -0.17% | |
Progressive | US7433151039 | 4.21 | 265.01 | -0.07% | |
Hartford | US4165151048 | 4.17 | 118.76 | -0.40% | |
Johnson Controls | IE00BY7QL619 | 3.90 | 81.09 | +0.91% | |
Reckitt Benckiser | GB00B24CGK77 | 3.90 | 4,633.0 | -1.00% | |
Richemont | CH0210483332 | 3.81 | 146.50 | +0.86% | |
Roche Holding Participation | CH0012032048 | 3.69 | 261.90 | -0.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 28.1B | 2.25 | 3.62 | 5.65 | ||
Franklin Rising Dividends R | 161.1M | -1.52 | 4.91 | 9.87 | ||
Franklin Rising Dividends R6 | 3.14B | -1.40 | 5.50 | 10.53 | ||
Franklin Rising Dividends Adv | 3.78B | -1.41 | 5.43 | 10.43 | ||
Franklin Rising Dividends A | 17.18B | -1.46 | 5.17 | 10.15 |
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