
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.66 | 4.66 | 0.00 |
Shares | 95.34 | 95.34 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.59 | 15.66 |
Price to Book | 2.90 | 2.48 |
Price to Sales | 2.00 | 1.69 |
Price to Cash Flow | 12.83 | 10.50 |
Dividend Yield | 2.38 | 2.52 |
5 Years Earnings Growth | 8.57 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.84 | 21.21 |
Healthcare | 16.00 | 15.64 |
Industrials | 14.58 | 11.67 |
Consumer Defensive | 12.18 | 8.54 |
Technology | 9.37 | 12.40 |
Consumer Cyclical | 7.37 | 6.73 |
Energy | 7.34 | 7.67 |
Utilities | 4.90 | 5.33 |
Communication Services | 3.75 | 5.55 |
Real Estate | 2.39 | 3.50 |
Basic Materials | 1.28 | 3.40 |
Number of long holdings: 78
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.47 | 264.70 | +1.53% | |
Chevron | US1667641005 | 2.65 | 137.73 | +0.87% | |
J&J | US4781601046 | 2.62 | 153.24 | +1.06% | |
Walmart | US9311421039 | 2.58 | 97.39 | +1.08% | |
UnitedHealth | US91324P1021 | 2.43 | 290.40 | -1.75% | |
McDonald’s | US5801351017 | 2.37 | 315.12 | +0.17% | |
Philip Morris | US7181721090 | 2.34 | 178.94 | +0.42% | |
Lowe’s | US5486611073 | 2.28 | 225.42 | +1.97% | |
P&G | US7427181091 | 1.97 | 167.06 | +0.72% | |
Cisco | US17275R1023 | 1.97 | 63.94 | +1.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 14.82B | -10.73 | 13.58 | 12.52 | ||
Invesco Equity and Income A | 9.91B | -2.81 | 5.70 | 6.66 | ||
Invesco Comstock A | 6.64B | -1.71 | 9.02 | 9.03 | ||
Invesco SmallCapValue Y | 3.79B | -10.90 | 12.68 | 10.36 | ||
Invesco Charter A | 3.16B | -5.01 | 10.89 | 8.50 |
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