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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 | 15.64 |
Price to Book | 3.11 | 2.46 |
Price to Sales | 2.57 | 1.68 |
Price to Cash Flow | 13.79 | 10.41 |
Dividend Yield | 1.94 | 2.54 |
5 Years Earnings Growth | 8.80 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.29 | 21.23 |
Healthcare | 17.26 | 15.49 |
Industrials | 13.52 | 11.73 |
Technology | 9.08 | 12.50 |
Utilities | 7.87 | 5.34 |
Consumer Defensive | 6.99 | 8.56 |
Energy | 6.24 | 7.52 |
Basic Materials | 5.73 | 3.40 |
Real Estate | 4.72 | 3.50 |
Consumer Cyclical | 4.60 | 6.81 |
Communication Services | 3.70 | 5.55 |
Number of long holdings: 74
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 3.47 | 110.09 | +1.59% | |
JPMorgan | US46625H1005 | 3.22 | 288.76 | +1.65% | |
Danaher | US2358511028 | 2.27 | 202.30 | +0.65% | |
Berkshire Hathaway B | US0846707026 | 2.25 | 486.75 | +0.11% | |
J&J | US4781601046 | 2.23 | 152.54 | +0.17% | |
GE Vernova LLC | US36828A1016 | 2.12 | 506.43 | +0.75% | |
American Express | US0258161092 | 2.01 | 310.20 | +0.52% | |
UnitedHealth | US91324P1021 | 1.90 | 304.12 | +0.70% | |
Alphabet A | US02079K3059 | 1.88 | 172.64 | +1.15% | |
Caterpillar | US1491231015 | 1.85 | 380.46 | +2.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Goldman Sachs Dynamic Municipal | 5.92B | -0.96 | 2.49 | 2.71 | ||
Goldman Sachs Intl Sm Cp Insghts In | 4.31B | 20.80 | 10.85 | 6.77 | ||
Goldman Sachs Emerging Markets Eq I | 2.07B | 7.00 | 2.91 | 4.10 | ||
Goldman Sachs Dynamic Municipal Ini | 1.92B | -0.99 | 2.41 | 2.63 | ||
Goldman Sachs US Eq Div and Prem In | 1.56B | 0.10 | 12.06 | 10.38 |
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