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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.84 | 1.84 | 0.00 |
Shares | 92.65 | 92.65 | 0.00 |
Other | 5.51 | 5.51 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.85 | 13.05 |
Price to Book | 1.77 | 1.64 |
Price to Sales | 2.19 | 2.54 |
Price to Cash Flow | 11.68 | 18.26 |
Dividend Yield | 1.98 | 2.41 |
5 Years Earnings Growth | 17.25 | 12.22 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 96.91 | 94.82 |
Technology | 1.87 | 6.51 |
Industrials | 0.95 | 3.35 |
Real Estate | 0.27 | 1.41 |
Number of long holdings: 89
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Aggregate Miscellaneous Equity | - | 5.13 | - | - | |
Bank of America | US0605051046 | 4.74 | 39.69 | +0.28% | |
Mastercard | US57636Q1040 | 4.47 | 533.48 | -0.37% | |
Visa A | US92826C8394 | 4.42 | 335.17 | -0.16% | |
Citigroup | US1729674242 | 3.94 | 68.43 | +0.40% | |
Charles Schwab | US8085131055 | 3.91 | 79.94 | +0.71% | |
JPMorgan | US46625H1005 | 3.62 | 243.55 | -0.45% | |
Berkshire Hathaway B | US0846707026 | 3.16 | 530.96 | -0.13% | |
Chubb | CH0044328745 | 2.89 | 279.11 | -1.02% | |
Marsh McLennan | US5717481023 | 2.25 | 219.24 | +0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 34.04B | -0.03 | 6.70 | 10.19 | ||
T. Rowe Price Capital AppreciationI | 28.66B | 0.00 | 6.83 | - | ||
T. Rowe Price Blue Chip Growth | 28.2B | -9.15 | 8.87 | 13.14 | ||
T. Rowe Price Blue Chip Growth I | 26.18B | -9.11 | 9.01 | - | ||
T. Rowe Price Instl Large Cap Growt | 20.06B | -7.89 | 9.64 | 14.57 |
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