Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.09 | 0.09 | 0.00 |
Shares | 96.03 | 96.03 | 0.00 |
Bonds | 3.89 | 3.89 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.26 | 17.61 |
Price to Book | 1.93 | 2.73 |
Price to Sales | 1.14 | 1.85 |
Price to Cash Flow | 7.46 | 11.09 |
Dividend Yield | 2.40 | 2.02 |
5 Years Earnings Growth | 8.77 | 11.56 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.22 | 12.81 |
Industrials | 17.73 | 12.60 |
Financial Services | 17.42 | 14.98 |
Technology | 9.85 | 20.70 |
Energy | 9.27 | 4.62 |
Consumer Cyclical | 8.15 | 12.06 |
Communication Services | 7.49 | 6.61 |
Consumer Defensive | 6.31 | 6.34 |
Real Estate | 4.53 | 3.98 |
Basic Materials | 1.03 | 3.78 |
Number of long holdings: 68
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.83 | 192.09 | +0.18% | |
CVS Health Corp | US1266501006 | 2.58 | 55.32 | -18.30% | |
Medtronic | IE00BTN1Y115 | 2.49 | 80.58 | +0.42% | |
Fiserv | US3377381088 | 2.47 | 151.01 | -1.09% | |
Chevron | US1667641005 | 2.47 | 159.65 | -1.00% | |
Kraft Heinz | US5007541064 | 2.45 | 36.13 | -6.41% | |
United Parcel Service | US9113121068 | 2.38 | 146.58 | -0.61% | |
General Motors | US37045V1008 | 2.37 | 44.80 | +0.62% | |
Merck&Co | US58933Y1055 | 2.35 | 129.36 | +0.11% | |
Global Payments | US37940X1028 | 2.34 | 111.94 | -8.83% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.93B | 2.31 | 4.81 | 5.01 | ||
Templeton Growth R6 | 289.36M | 7.14 | 5.25 | 3.98 | ||
Templeton Growth A | 8.12B | 7.05 | 4.94 | 3.63 | ||
Templeton Growth Adv | 185.17M | 7.09 | 5.18 | 3.89 | ||
Templeton Growth R | 53.85M | 6.98 | 4.66 | 3.38 |
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