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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.80 | 0.80 | 0.00 |
Shares | 99.20 | 99.20 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.06 | 15.95 |
Price to Book | 3.11 | 2.49 |
Price to Sales | 2.57 | 1.71 |
Price to Cash Flow | 13.79 | 10.45 |
Dividend Yield | 1.94 | 2.51 |
5 Years Earnings Growth | 8.80 | 9.38 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.29 | 21.39 |
Healthcare | 17.26 | 14.89 |
Industrials | 13.52 | 11.89 |
Technology | 9.08 | 12.99 |
Utilities | 7.87 | 5.27 |
Consumer Defensive | 6.99 | 8.36 |
Energy | 6.24 | 7.44 |
Basic Materials | 5.73 | 3.40 |
Real Estate | 4.72 | 3.41 |
Consumer Cyclical | 4.60 | 6.95 |
Communication Services | 3.70 | 5.68 |
Number of long holdings: 74
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 3.47 | 111.64 | -0.23% | |
JPMorgan | US46625H1005 | 3.22 | 296.24 | -1.13% | |
Danaher | US2358511028 | 2.27 | 197.16 | -3.35% | |
Berkshire Hathaway B | US0846707026 | 2.25 | 471.88 | -0.87% | |
J&J | US4781601046 | 2.23 | 164.74 | -1.51% | |
GE Vernova LLC | US36828A1016 | 2.12 | 660.29 | +0.81% | |
American Express | US0258161092 | 2.01 | 299.31 | -1.35% | |
UnitedHealth | US91324P1021 | 1.90 | 249.56 | -6.19% | |
Alphabet A | US02079K3059 | 1.88 | 191.90 | -2.36% | |
Caterpillar | US1491231015 | 1.85 | 438.02 | +0.90% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.84B | -0.31 | 3.45 | 2.83 | ||
Goldman Sachs Intl Sm Cp Insghts In | 4.51B | 25.94 | 16.59 | 7.36 | ||
Goldman Sachs Emerging Markets Eq I | 2.1B | 13.40 | 7.38 | 4.90 | ||
Goldman Sachs Intl Eq Insghts Instl | 2.07B | 23.91 | 18.64 | 7.82 | ||
Goldman Sachs Dynamic Municipal Ini | 1.9B | -0.35 | 3.37 | 2.75 |
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