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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 | 16.07 |
Price to Book | 3.11 | 2.50 |
Price to Sales | 2.57 | 1.72 |
Price to Cash Flow | 13.79 | 10.49 |
Dividend Yield | 1.94 | 2.49 |
5 Years Earnings Growth | 8.80 | 9.26 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.29 | 21.44 |
Healthcare | 17.26 | 14.59 |
Industrials | 13.52 | 11.95 |
Technology | 9.08 | 13.16 |
Utilities | 7.87 | 5.23 |
Consumer Defensive | 6.99 | 8.20 |
Energy | 6.24 | 7.40 |
Basic Materials | 5.73 | 3.37 |
Real Estate | 4.72 | 3.38 |
Consumer Cyclical | 4.60 | 7.11 |
Communication Services | 3.70 | 5.89 |
Number of long holdings: 74
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 3.47 | 114.29 | +0.83% | |
JPMorgan | US46625H1005 | 3.22 | 301.42 | +0.12% | |
Danaher | US2358511028 | 2.27 | 205.82 | +0.26% | |
Berkshire Hathaway B | US0846707026 | 2.25 | 502.98 | +0.62% | |
J&J | US4781601046 | 2.23 | 177.17 | +0.98% | |
GE Vernova LLC | US36828A1016 | 2.12 | 612.97 | -3.27% | |
American Express | US0258161092 | 2.01 | 331.28 | +1.31% | |
UnitedHealth | US91324P1021 | 1.90 | 309.87 | +2.51% | |
Alphabet A | US02079K3059 | 1.88 | 212.91 | +0.60% | |
Caterpillar | US1491231015 | 1.85 | 419.04 | -3.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.9B | -0.84 | 2.38 | 2.75 | ||
Goldman Sachs Intl Sm Cp Insghts In | 4.77B | 24.88 | 14.06 | 7.18 | ||
Goldman Sachs Emerging Markets Eq I | 2.1B | 14.48 | 7.65 | 5.54 | ||
Goldman Sachs Intl Eq Insghts Instl | 2.67B | 21.25 | 15.93 | 7.38 | ||
Goldman Sachs Dynamic Municipal Ini | 1.91B | -0.89 | 2.29 | 2.67 |
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