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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.56 | 0.56 | 0.00 |
Shares | 96.67 | 96.67 | 0.00 |
Bonds | 2.77 | 2.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.96 | 13.40 |
Price to Book | 1.69 | 1.97 |
Price to Sales | 1.06 | 1.27 |
Price to Cash Flow | 7.94 | 8.44 |
Dividend Yield | 2.71 | 3.12 |
5 Years Earnings Growth | 8.38 | 9.47 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 19.27 | 14.27 |
Financial Services | 17.94 | 18.75 |
Industrials | 15.44 | 12.57 |
Consumer Defensive | 10.78 | 10.95 |
Energy | 9.13 | 6.70 |
Consumer Cyclical | 8.04 | 8.69 |
Communication Services | 7.93 | 8.02 |
Technology | 6.52 | 12.38 |
Basic Materials | 3.13 | 5.31 |
Real Estate | 1.82 | 3.94 |
Number of long holdings: 71
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.56 | 33.48 | -0.81% | |
CVS Health Corp | - | 2.28 | - | - | |
Medtronic | IE00BTN1Y115 | 2.22 | 81.68 | +0.94% | |
Global Payments Inc | - | 2.20 | - | - | |
BNP Paribas | FR0000131104 | 2.15 | 67.64 | +0.28% | |
Deutsche Telekom AG | DE0005557508 | 2.15 | 21.660 | -0.32% | |
Everest Group Ltd | - | 2.14 | - | - | |
Seven & i Holdings | JP3422950000 | 2.11 | 2,027.5 | -1.15% | |
General Motors Co | - | 2.10 | - | - | |
Johnson Controls | IE00BY7QL619 | 2.09 | 62.34 | +2.62% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.63B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth A | 7.99B | 7.05 | 4.94 | 3.63 | ||
Templeton Growth Adv | 182.17M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 52.53M | 6.98 | 4.66 | 3.38 | ||
Templeton Growth R6 | 284.76M | 7.14 | 5.25 | 3.98 |
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