
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.04 | 16.07 |
Price to Book | 2.34 | 2.50 |
Price to Sales | 1.72 | 1.72 |
Price to Cash Flow | 9.61 | 10.49 |
Dividend Yield | 2.42 | 2.49 |
5 Years Earnings Growth | 9.85 | 9.26 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.80 | 21.44 |
Healthcare | 16.97 | 14.59 |
Industrials | 16.62 | 11.95 |
Consumer Cyclical | 9.97 | 7.11 |
Technology | 8.03 | 13.16 |
Real Estate | 7.23 | 3.38 |
Energy | 6.20 | 7.40 |
Consumer Defensive | 5.35 | 8.20 |
Utilities | 4.00 | 5.23 |
Basic Materials | 3.98 | 3.37 |
Communication Services | 1.86 | 5.89 |
Number of long holdings: 156
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 4.44 | 502.98 | +0.62% | |
J&J | US4781601046 | 2.67 | 177.17 | +0.98% | |
P&G | US7427181091 | 2.22 | 157.04 | +0.89% | |
Pfizer | US7170811035 | 1.82 | 24.76 | +0.65% | |
Linde PLC | IE000S9YS762 | 1.68 | 408.200 | -0.44% | |
ConocoPhillips | US20825C1045 | 1.58 | 98.97 | +0.53% | |
JPMorgan | US46625H1005 | 1.52 | 301.42 | +0.12% | |
Gilead | US3755581036 | 1.51 | 112.97 | +0.36% | |
Eaton | IE00B8KQN827 | 1.46 | 349.14 | -1.74% | |
Parker-Hannifin | US7010941042 | 1.43 | 759.35 | -0.98% |
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 | 4.74B | 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 | 2.65B | 21.25 | 15.93 | 7.38 | ||
Goldman Sachs Dynamic Municipal Ini | 1.9B | -0.89 | 2.29 | 2.67 |
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