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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.370 | 3.390 | 2.020 |
Shares | 98.630 | 98.630 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.791 | 14.283 |
Price to Book | 2.621 | 2.237 |
Price to Sales | 1.711 | 1.318 |
Price to Cash Flow | 12.932 | 9.638 |
Dividend Yield | 2.334 | 2.393 |
5 Years Earnings Growth | 10.024 | 10.380 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.570 | 19.276 |
Industrials | 17.460 | 10.502 |
Healthcare | 14.770 | 17.430 |
Consumer Defensive | 8.510 | 9.046 |
Utilities | 8.440 | 4.375 |
Technology | 8.430 | 14.404 |
Energy | 6.000 | 8.182 |
Consumer Cyclical | 3.480 | 7.665 |
Basic Materials | 2.720 | 3.817 |
Real Estate | 1.950 | 2.106 |
Communication Services | 0.670 | 7.295 |
Number of long holdings: 75
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.42 | 250.29 | +0.70% | |
Progressive | US7433151039 | 3.87 | 265.88 | -0.07% | |
Rtx Corp | US75513E1010 | 3.38 | 118.65 | -1.76% | |
Cigna | US1255231003 | 2.99 | 333.01 | +1.39% | |
General Dynamics | US3695501086 | 2.82 | 281.35 | -0.16% | |
Aon | IE00BLP1HW54 | 2.38 | 389.72 | +0.91% | |
Marsh McLennan | US5717481023 | 2.33 | 230.71 | +1.27% | |
McKesson | US58155Q1031 | 2.23 | 616.73 | -1.04% | |
American Express | US0258161092 | 2.20 | 305.21 | +1.30% | |
J&J | US4781601046 | 2.19 | 155.78 | +0.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFSM Global Equity Fund W1 GBP | 2.69B | 6.16 | 2.55 | 9.64 | ||
MFSM Global Equity Fund I1 GBP | 2.69B | 6.34 | 2.79 | 9.99 | ||
MFSM European Value Fund I1 GBP | 2.34B | 2.57 | 0.81 | 9.26 | ||
MFSM European Value Fund W1 GBP | 2.34B | 2.41 | 0.57 | 8.91 | ||
MFSM Prudent Wealth Fund I1 GBP | 2.21B | 2.23 | 2.08 | 8.17 |
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