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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.42 | 2.42 | 0.00 |
Shares | 97.58 | 97.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.15 | 20.46 |
Price to Book | 4.86 | 3.97 |
Price to Sales | 3.27 | 2.62 |
Price to Cash Flow | 17.55 | 14.11 |
Dividend Yield | 1.70 | 1.54 |
5 Years Earnings Growth | 9.34 | 11.16 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.44 | 28.26 |
Healthcare | 15.28 | 12.34 |
Industrials | 14.80 | 9.54 |
Financial Services | 13.98 | 14.91 |
Consumer Defensive | 10.07 | 6.14 |
Consumer Cyclical | 7.63 | 10.50 |
Basic Materials | 6.45 | 2.35 |
Energy | 3.18 | 3.84 |
Utilities | 1.17 | 2.72 |
Number of long holdings: 60
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.07 | 366.82 | +2.14% | |
Visa A | US92826C8394 | 3.45 | 331.40 | +3.53% | |
Apple | US0378331005 | 3.22 | 199.74 | +3.41% | |
Broadcom | US11135F1012 | 3.11 | 169.58 | +2.03% | |
Linde PLC | IE000S9YS762 | 2.87 | 394.000 | -0.96% | |
Stryker | US8636671013 | 2.75 | 348.12 | +2.51% | |
JPMorgan | US46625H1005 | 2.68 | 235.59 | +2.88% | |
Walmart | US9311421039 | 2.68 | 94.85 | +2.64% | |
Roper Technologies | US7766961061 | 2.67 | 551.30 | +2.23% | |
UnitedHealth | US91324P1021 | 2.64 | 427.18 | +0.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 27.95B | 2.25 | 3.62 | 5.65 | ||
Franklin Rising Dividends A | 17.05B | -1.46 | 5.17 | 10.15 | ||
Franklin Rising Dividends Adv | 3.76B | -1.41 | 5.43 | 10.43 | ||
Franklin Rising Dividends C | 685.31M | -1.65 | 4.38 | 9.33 | ||
Franklin Rising Dividends R | 160.28M | -1.52 | 4.91 | 9.87 |
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