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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.94 | 3.02 | 0.08 |
Shares | 97.06 | 97.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.32 | 16.08 |
Price to Book | 2.28 | 2.50 |
Price to Sales | 1.36 | 1.72 |
Price to Cash Flow | 10.70 | 10.49 |
Dividend Yield | 2.17 | 2.49 |
5 Years Earnings Growth | 9.23 | 9.27 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.44 | 21.45 |
Healthcare | 17.51 | 14.63 |
Industrials | 12.61 | 11.93 |
Consumer Defensive | 12.04 | 8.21 |
Technology | 8.19 | 13.18 |
Basic Materials | 6.62 | 3.38 |
Energy | 6.09 | 7.40 |
Consumer Cyclical | 5.87 | 7.09 |
Utilities | 4.35 | 5.21 |
Communication Services | 3.15 | 5.87 |
Real Estate | 2.13 | 3.38 |
Number of long holdings: 76
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Citigroup | US1729674242 | 3.41 | 95.26 | +2.88% | |
Walmart | US9311421039 | 3.11 | 96.83 | -1.15% | |
Bank of America | US0605051046 | 2.76 | 49.48 | +2.53% | |
UnitedHealth | US91324P1021 | 2.65 | 307.42 | +1.34% | |
Exxon Mobil | US30231G1022 | 2.62 | 111.28 | +1.88% | |
AbbVie | US00287Y1091 | 2.54 | 210.60 | +0.53% | |
Microsoft | US5949181045 | 2.52 | 507.23 | +0.59% | |
Capital One Financial | US14040H1059 | 2.45 | 221.22 | +4.34% | |
Philip Morris | US7181721090 | 2.43 | 171.75 | -1.57% | |
Coca-Cola | US1912161007 | 2.41 | 70.13 | -0.75% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Putnam Equity Income Y | 19.96B | 8.19 | 14.92 | 11.64 | ||
Putnam Stable Value Fund: 50bps | 17.24B | 2.05 | 3.24 | 2.29 | ||
Putnam Stable Value Fund: 15bps | 17.24B | 2.25 | 3.60 | 2.64 | ||
Putnam Stable Value Fund: 20bps | 17.24B | 2.22 | 3.55 | 2.59 | ||
Putnam Stable Value Fund: 25bps | 17.24B | 2.19 | 3.50 | 2.54 |
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