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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.55 | 15.95 |
Price to Book | 2.79 | 2.49 |
Price to Sales | 1.51 | 1.71 |
Price to Cash Flow | 11.84 | 10.45 |
Dividend Yield | 1.73 | 2.51 |
5 Years Earnings Growth | 9.45 | 9.38 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.83 | 21.39 |
Industrials | 15.74 | 11.89 |
Healthcare | 14.70 | 14.89 |
Technology | 10.87 | 12.99 |
Energy | 7.21 | 7.44 |
Consumer Cyclical | 6.60 | 6.95 |
Real Estate | 3.93 | 3.41 |
Utilities | 3.79 | 5.27 |
Basic Materials | 3.35 | 3.40 |
Consumer Defensive | 3.29 | 8.36 |
Communication Services | 2.70 | 5.68 |
Number of long holdings: 58
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.33 | 287.73 | -1.24% | |
UnitedHealth | US91324P1021 | 3.08 | 242.84 | -1.20% | |
Wells Fargo&Co | US9497461015 | 2.87 | 77.10 | -0.66% | |
Alphabet A | US02079K3059 | 2.70 | 195.75 | -0.17% | |
Charles Schwab | US8085131055 | 2.51 | 95.62 | -1.13% | |
Parker-Hannifin | US7010941042 | 2.24 | 721.96 | +3.56% | |
Expand Energy | US1651677353 | 2.12 | 100.87 | -0.77% | |
Fiserv | US3377381088 | 2.09 | 131.20 | -2.12% | |
Cummins | US2310211063 | 2.06 | 382.66 | +0.26% | |
Morgan Stanley | US6174464486 | 2.04 | 140.94 | -0.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.35B | 6.77 | 13.98 | 9.07 | ||
Lord Abbett Growth Leaders I | 3.34B | 8.66 | 24.53 | 16.13 | ||
Lord Abbett Calibrated Dividend GrA | 2.76B | 6.26 | 16.97 | 12.11 | ||
Lord Abbett Intermediate Tax Free I | 2.64B | 0.42 | 3.19 | 2.20 | ||
Lord Abbett Natl Tax-Free Income A | 2.55B | -1.86 | 2.61 | 2.18 |
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