Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.69 | 15.31 |
Price to Book | 2.80 | 2.46 |
Price to Sales | 1.98 | 1.68 |
Price to Cash Flow | 11.83 | 10.49 |
Dividend Yield | 2.08 | 2.53 |
5 Years Earnings Growth | 9.11 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.30 | 20.27 |
Industrials | 16.80 | 11.78 |
Healthcare | 12.42 | 15.50 |
Technology | 10.01 | 12.68 |
Consumer Defensive | 8.80 | 8.60 |
Energy | 7.68 | 7.88 |
Basic Materials | 6.01 | 3.75 |
Consumer Cyclical | 5.73 | 6.68 |
Utilities | 5.27 | 5.50 |
Communication Services | 3.99 | 5.39 |
Number of long holdings: 68
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.52 | 248.55 | +1.55% | |
UnitedHealth | US91324P1021 | 3.46 | 590.87 | -1.11% | |
Exxon Mobil | US30231G1022 | 3.43 | 121.79 | -0.11% | |
NextEra Energy Inc Unit ( 6.926% Corporate Units 01/09/2025) | US65339F7134 | 3.12 | - | - | |
Walmart | US9311421039 | 3.00 | 90.44 | +2.32% | |
Philip Morris | US7181721090 | 2.87 | 129.99 | -0.93% | |
Taiwan Semiconductor | US8740391003 | 2.68 | 190.08 | -0.61% | |
CRH | IE0001827041 | 2.46 | 8,054.0 | +0.60% | |
AbbVie | US00287Y1091 | 2.29 | 176.95 | +3.04% | |
Broadcom | US11135F1012 | 2.23 | 164.23 | +0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.6B | 18.20 | 6.87 | 8.68 | ||
Lord Abbett Growth Leaders I | 3.25B | 31.05 | 0.27 | 14.85 | ||
Lord Abbett Natl Tax-Free Income A | 2.71B | 2.72 | -1.18 | 2.45 | ||
Lord Abbett Calibrated Dividend GrA | 2.76B | 22.30 | 8.58 | 11.53 | ||
Lord Abbett Intermediate Tax Free I | 2.65B | 2.31 | -0.37 | 2.17 |
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