
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.880 | 2.880 | 0.000 |
Shares | 97.120 | 97.120 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.166 | 16.280 |
Price to Book | 2.656 | 2.527 |
Price to Sales | 2.269 | 1.758 |
Price to Cash Flow | 11.493 | 10.516 |
Dividend Yield | 2.404 | 2.470 |
5 Years Earnings Growth | 8.319 | 9.246 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.170 | 21.385 |
Healthcare | 14.100 | 14.525 |
Industrials | 13.860 | 11.865 |
Technology | 10.710 | 13.245 |
Consumer Defensive | 9.370 | 8.131 |
Energy | 6.670 | 7.324 |
Consumer Cyclical | 6.610 | 7.247 |
Communication Services | 5.900 | 5.976 |
Utilities | 4.880 | 5.209 |
Real Estate | 3.040 | 3.359 |
Basic Materials | 2.690 | 3.403 |
Number of long holdings: 80
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.28 | 297.56 | -0.33% | |
Walmart | US9311421039 | 3.24 | 107.73 | +1.18% | |
UnitedHealth | US91324P1021 | 2.67 | 356.60 | -0.02% | |
J&J | US4781601046 | 2.32 | 193.22 | +0.57% | |
ConocoPhillips | US20825C1045 | 2.29 | 86.48 | -0.49% | |
Chevron | US1667641005 | 2.24 | 153.08 | +0.90% | |
Philip Morris | US7181721090 | 2.19 | 158.06 | +1.33% | |
Lowe’s | US5486611073 | 2.17 | 244.70 | +0.66% | |
McDonald’s | US5801351017 | 2.14 | 308.09 | +0.90% | |
PNC Financial | US6934751057 | 2.02 | 179.40 | +0.58% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Invesco American Franchise A | 17.01B | 14.96 | 30.87 | 16.17 | ||
Invesco Equity and Income A | 10.5B | 8.87 | 13.26 | 8.63 | ||
Invesco Comstock A | 7.13B | 12.17 | 18.47 | 11.95 | ||
Invesco SmallCapValue Y | 4.52B | 10.40 | 26.75 | 14.35 | ||
Invesco Diversified Dividend A | 3.93B | 11.83 | 15.48 | 8.96 |
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