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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.28 | 3.28 | 0.00 |
Shares | 96.72 | 96.72 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.46 | 15.72 |
Price to Book | 3.46 | 2.50 |
Price to Sales | 1.69 | 1.70 |
Price to Cash Flow | 13.70 | 10.58 |
Dividend Yield | 2.39 | 2.51 |
5 Years Earnings Growth | 8.89 | 9.54 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.84 | 21.28 |
Healthcare | 18.42 | 15.41 |
Technology | 16.29 | 12.61 |
Energy | 9.38 | 7.62 |
Industrials | 9.08 | 11.75 |
Consumer Defensive | 8.20 | 8.40 |
Consumer Cyclical | 6.65 | 6.78 |
Basic Materials | 4.57 | 3.41 |
Real Estate | 2.56 | 3.51 |
Number of long holdings: 32
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 5.57 | 79.94 | +0.71% | |
Elevance Health | US0367521038 | 5.15 | 421.68 | -1.66% | |
UnitedHealth | US91324P1021 | 5.04 | 418.64 | -1.32% | |
ADP | US0530151036 | 4.44 | 291.76 | -0.95% | |
Linde PLC | IE000S9YS762 | 4.42 | 391.600 | -1.06% | |
Analog Devices | US0326541051 | 4.15 | 194.59 | -0.33% | |
Microsoft | US5949181045 | 4.13 | 391.85 | +1.17% | |
Ameriprise Financial | US03076C1062 | 4.08 | 465.94 | -1.72% | |
Altria | US02209S1033 | 4.00 | 58.26 | -0.77% | |
PepsiCo | US7134481081 | 3.93 | 133.38 | -1.43% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income Inst | 775.39M | 1.23 | 5.40 | 10.39 | ||
Sterling Capital Special Opps A | 254.37M | -8.31 | 4.97 | 9.62 | ||
Sterling Capital Stratton SmCp Val | 142.45M | 25.33 | 9.88 | 9.63 | ||
Sterling Capital NC Interm Tax-Free | 102.67M | 1.07 | -0.38 | 1.52 | ||
Sterling Capital Special Opps Inst | 63.57M | 20.75 | 6.40 | 11.30 |
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