
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.33 | 5.33 | 0.00 |
Shares | 94.67 | 94.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.34 | 15.66 |
Price to Book | 1.87 | 2.48 |
Price to Sales | 0.94 | 1.69 |
Price to Cash Flow | 7.60 | 10.48 |
Dividend Yield | 1.38 | 2.53 |
5 Years Earnings Growth | 12.79 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.37 | 21.21 |
Energy | 13.63 | 7.64 |
Communication Services | 12.69 | 5.55 |
Healthcare | 11.16 | 15.63 |
Consumer Cyclical | 11.01 | 6.74 |
Industrials | 10.33 | 11.68 |
Consumer Defensive | 5.82 | 8.54 |
Technology | 5.15 | 12.42 |
Real Estate | 4.83 | 3.50 |
Number of long holdings: 24
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
IQVIA Holdings | US46266C1053 | 6.65 | 147.36 | -0.37% | |
Alphabet A | US02079K3059 | 6.28 | 168.21 | +0.10% | |
First Citizens BancShares | US31946M1036 | 6.06 | 1,814.09 | -0.79% | |
Deere&Company | US2441991054 | 5.66 | 510.75 | +0.58% | |
Phillips 66 | US7185461040 | 5.63 | 112.23 | -0.22% | |
Keurig Dr Pepper | US49271V1008 | 5.51 | 32.57 | -0.70% | |
Lithia Motors | US5367971034 | 5.50 | 317.36 | +0.32% | |
Charles Schwab | US8085131055 | 5.45 | 87.23 | -0.29% | |
Airbnb | US0090661010 | 4.93 | 137.29 | +2.83% | |
Paycom Soft | US70432V1026 | 4.88 | 264.01 | -0.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 9.89B | -3.25 | 12.82 | 11.27 | ||
Oakmark Institutional | 7.67B | -3.18 | 13.07 | - | ||
Oakmark International Institutional | 5.36B | 11.35 | 7.69 | - | ||
Oakmark International Investor | 4.32B | 11.28 | 7.43 | 3.68 | ||
Oakmark Equity And Income Investor | 4.07B | -1.24 | 6.73 | 6.55 |
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