
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.36 | 0.37 | 0.01 |
Shares | 96.65 | 96.65 | 0.00 |
Bonds | 2.98 | 2.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.36 | 18.01 |
Price to Book | 2.04 | 2.93 |
Price to Sales | 1.33 | 2.02 |
Price to Cash Flow | 8.72 | 11.56 |
Dividend Yield | 2.47 | 1.97 |
5 Years Earnings Growth | 9.64 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.03 | 15.58 |
Healthcare | 16.07 | 12.30 |
Industrials | 15.86 | 12.41 |
Technology | 10.59 | 21.32 |
Energy | 6.97 | 3.95 |
Consumer Defensive | 6.78 | 6.07 |
Communication Services | 6.48 | 7.21 |
Consumer Cyclical | 6.36 | 12.17 |
Real Estate | 5.80 | 3.50 |
Utilities | 3.73 | 3.06 |
Basic Materials | 2.33 | 3.63 |
Number of long holdings: 72
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 2.85 | 48.71 | +1.16% | |
JPMorgan | US46625H1005 | 2.80 | 291.94 | +0.53% | |
Medtronic | IE00BTN1Y115 | 2.49 | 88.28 | -0.53% | |
Fiserv | US3377381088 | 2.36 | 172.45 | -0.13% | |
Chevron | US1667641005 | 2.19 | 147.96 | +1.64% | |
Walt Disney | US2546871060 | 2.15 | 122.98 | -0.41% | |
American Tower | US03027X1000 | 2.14 | 222.83 | -0.73% | |
EOG Resources | US26875P1012 | 2.13 | 122.88 | +1.39% | |
Global Payments | US37940X1028 | 2.11 | 81.96 | -0.01% | |
Elevance Health | US0367521038 | 2.11 | 350.25 | -11.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.21B | 2.78 | 4.77 | 5.53 | ||
Franklin Rising Dividends Adv | 4.18B | 2.05 | 8.73 | 10.62 | ||
Franklin Rising Dividends A | 18.96B | 1.95 | 8.45 | 10.34 | ||
Franklin Rising Dividends C | 754.16M | 1.64 | 7.65 | 9.51 | ||
Franklin Rising Dividends R | 178.38M | 1.85 | 8.19 | 10.06 |
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