
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.48 | 1.55 | 0.07 |
Shares | 98.52 | 98.52 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.21 | 14.06 |
Price to Book | 1.69 | 1.81 |
Price to Sales | 1.34 | 1.44 |
Price to Cash Flow | 7.12 | 8.49 |
Dividend Yield | 3.73 | 3.18 |
5 Years Earnings Growth | 9.03 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.29 | 20.68 |
Industrials | 15.62 | 16.45 |
Healthcare | 12.70 | 10.86 |
Technology | 11.30 | 12.58 |
Consumer Cyclical | 8.43 | 10.13 |
Consumer Defensive | 7.16 | 8.67 |
Communication Services | 5.77 | 6.18 |
Basic Materials | 5.58 | 6.61 |
Energy | 3.76 | 4.24 |
Utilities | 3.68 | 3.04 |
Real Estate | 0.72 | 2.27 |
Number of long holdings: 153
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Novartis | CH0012005267 | 2.43 | 96.18 | +0.17% | |
Shell | GB00BP6MXD84 | 2.29 | 30.44 | +0.33% | |
SAP | DE0007164600 | 2.17 | 258.000 | +2.52% | |
Roche Holding Participation | CH0012032048 | 2.09 | 261.60 | -0.19% | |
Deutsche Telekom AG | DE0005557508 | 2.03 | 31.130 | +1.27% | |
Sony | JP3435000009 | 1.89 | 3,790.0 | +3.19% | |
UniCredit | IT0005239360 | 1.88 | 56.520 | +0.64% | |
Allianz | DE0008404005 | 1.86 | 343.80 | +1.03% | |
Sumitomo Mitsui Financial | JP3890350006 | 1.83 | 3,625.0 | +0.28% | |
BNP Paribas | FR0000131104 | 1.66 | 76.90 | +2.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Schwab S&P 500 Index | 116.35B | 1.05 | 14.38 | 12.82 | ||
Schwab Total Stock Market Index | 28.42B | 0.52 | 13.70 | 12.10 | ||
Schwab 1000 Index | 18.6B | 0.91 | 14.18 | 12.39 | ||
Schwab International Index | 11.35B | 17.51 | 11.53 | 6.05 | ||
Schwab Fundamental US Large Company | 9.74B | 0.54 | 10.12 | 11.14 |
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