
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 | 11.54 |
Dividend Yield | 2.47 | 1.97 |
5 Years Earnings Growth | 9.64 | 11.36 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.03 | 15.58 |
Healthcare | 16.07 | 12.28 |
Industrials | 15.86 | 12.42 |
Technology | 10.59 | 21.38 |
Energy | 6.97 | 3.94 |
Consumer Defensive | 6.78 | 6.05 |
Communication Services | 6.48 | 7.19 |
Consumer Cyclical | 6.36 | 12.17 |
Real Estate | 5.80 | 3.49 |
Utilities | 3.73 | 3.06 |
Basic Materials | 2.33 | 3.62 |
Number of long holdings: 72
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 2.85 | 47.77 | +0.61% | |
JPMorgan | US46625H1005 | 2.80 | 291.43 | +0.16% | |
Medtronic | IE00BTN1Y115 | 2.49 | 91.65 | +2.17% | |
Fiserv | US3377381088 | 2.36 | 165.98 | +0.31% | |
Chevron | US1667641005 | 2.19 | 150.04 | +0.24% | |
Walt Disney | US2546871060 | 2.15 | 121.06 | +0.18% | |
American Tower | US03027X1000 | 2.14 | 232.35 | +2.58% | |
EOG Resources | US26875P1012 | 2.13 | 117.93 | +1.24% | |
Global Payments | US37940X1028 | 2.11 | 84.11 | +3.65% | |
Elevance Health | US0367521038 | 2.11 | 281.72 | +1.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.32B | 5.44 | 7.94 | 6.11 | ||
Franklin Rising Dividends Adv | 4.2B | 6.10 | 12.93 | 11.28 | ||
Franklin Rising Dividends A | 19.07B | 5.97 | 12.64 | 11.00 | ||
Franklin Rising Dividends C | 749.32M | 5.58 | 11.80 | 10.17 | ||
Franklin Rising Dividends R | 179.56M | 5.84 | 12.36 | 10.72 |
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