
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.83 | 1.83 | 0.00 |
Shares | 98.17 | 98.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.80 | 15.76 |
Price to Book | 3.66 | 2.47 |
Price to Sales | 2.06 | 1.69 |
Price to Cash Flow | 14.44 | 10.41 |
Dividend Yield | 2.13 | 2.53 |
5 Years Earnings Growth | 9.01 | 9.53 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.62 | 21.30 |
Technology | 18.48 | 12.66 |
Industrials | 16.78 | 11.88 |
Healthcare | 11.31 | 15.20 |
Consumer Cyclical | 10.23 | 6.82 |
Consumer Defensive | 4.68 | 8.53 |
Basic Materials | 4.62 | 3.41 |
Energy | 3.80 | 7.49 |
Real Estate | 1.49 | 3.46 |
Number of long holdings: 34
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 6.41 | 95.80 | +2.90% | |
Microsoft | US5949181045 | 5.17 | 510.05 | -0.32% | |
ADP | US0530151036 | 4.82 | 301.79 | -0.11% | |
Ferguson | US31488V1070 | 4.80 | 16,580.0 | +1.47% | |
Linde PLC | IE000S9YS762 | 4.53 | 397.000 | +0.15% | |
Analog Devices | US0326541051 | 4.49 | 241.85 | +0.37% | |
Ameriprise Financial | US03076C1062 | 4.37 | 544.55 | +0.88% | |
Marsh McLennan | US5717481023 | 3.69 | 212.28 | +0.59% | |
Everest | BMG3223R1088 | 3.67 | 333.07 | -0.28% | |
Accenture | IE00B4BNMY34 | 3.66 | 282.50 | -0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income A | 369.98M | 1.68 | 8.33 | 9.99 | ||
Sterling Capital Special Opps A | 276.35M | -8.75 | 8.23 | 9.57 | ||
Sterling Capital Stratton SmCp Val | 159.93M | 25.33 | 9.88 | 9.63 | ||
Sterling Capital NC Interm Tax-Free | 101.84M | 1.07 | -0.38 | 1.52 | ||
Sterling Capital Special Opps Inst | 68.01M | 20.75 | 6.40 | 11.30 |
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