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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 | 18.41 |
Price to Book | 2.04 | 2.97 |
Price to Sales | 1.33 | 2.05 |
Price to Cash Flow | 8.72 | 11.76 |
Dividend Yield | 2.47 | 1.95 |
5 Years Earnings Growth | 9.64 | 11.19 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.03 | 15.52 |
Healthcare | 16.07 | 12.16 |
Industrials | 15.86 | 12.38 |
Technology | 10.59 | 21.60 |
Energy | 6.97 | 3.95 |
Consumer Defensive | 6.78 | 5.98 |
Communication Services | 6.48 | 7.28 |
Consumer Cyclical | 6.36 | 12.24 |
Real Estate | 5.80 | 3.44 |
Utilities | 3.73 | 3.05 |
Basic Materials | 2.33 | 3.60 |
Number of long holdings: 72
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 2.85 | 49.48 | +2.53% | |
JPMorgan | US46625H1005 | 2.80 | 296.24 | +1.64% | |
Medtronic | IE00BTN1Y115 | 2.49 | 92.71 | +1.77% | |
Fiserv | US3377381088 | 2.36 | 139.68 | -0.23% | |
Chevron | US1667641005 | 2.19 | 158.18 | +1.69% | |
Walt Disney | US2546871060 | 2.15 | 118.86 | +2.28% | |
American Tower | US03027X1000 | 2.14 | 211.88 | +1.03% | |
EOG Resources | US26875P1012 | 2.13 | 121.11 | +2.19% | |
Global Payments | US37940X1028 | 2.11 | 90.01 | +5.00% | |
Elevance Health | US0367521038 | 2.11 | 316.55 | +2.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.62B | 5.48 | 6.71 | 6.25 | ||
Franklin Rising Dividends R6 | 3.55B | 7.77 | 10.73 | 11.52 | ||
Franklin Rising Dividends Adv | 4.29B | 7.73 | 10.65 | 11.42 | ||
Franklin Rising Dividends A | 19.49B | 7.58 | 10.38 | 11.14 | ||
Franklin Rising Dividends C | 752.19M | 7.12 | 9.56 | 10.30 |
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