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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.24 | 2.24 | 0.00 |
Shares | 94.75 | 94.75 | 0.00 |
Other | 3.02 | 3.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.35 | 13.06 |
Price to Book | 1.77 | 1.63 |
Price to Sales | 2.32 | 2.57 |
Price to Cash Flow | 12.51 | 18.21 |
Dividend Yield | 1.95 | 2.42 |
5 Years Earnings Growth | 13.04 | 11.05 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 96.74 | 94.76 |
Technology | 2.05 | 6.58 |
Industrials | 0.97 | 3.38 |
Real Estate | 0.23 | 1.45 |
Number of long holdings: 89
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.71 | 210.28 | -8.05% | |
Bank of America | US0605051046 | 4.65 | 34.39 | -7.60% | |
Citigroup | US1729674242 | 4.22 | 58.13 | -7.80% | |
Mastercard | US57636Q1040 | 4.19 | 489.77 | -7.69% | |
Visa A | US92826C8394 | 4.08 | 313.13 | -7.74% | |
Wells Fargo&Co | US9497461015 | 4.05 | 60.98 | -7.14% | |
Charles Schwab | US8085131055 | 3.50 | 69.06 | -7.76% | |
Aggregate Miscellaneous Equity | - | 2.50 | - | - | |
Chubb | CH0044328745 | 2.46 | 280.68 | -7.20% | |
Berkshire Hathaway B | US0846707026 | 2.35 | 493.54 | -6.91% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 32.64B | 1.96 | 8.05 | 10.42 | ||
T. Rowe Price Blue Chip Growth | 25.38B | -0.83 | 13.21 | 14.08 | ||
T. Rowe Price Capital AppreciationI | 27.51B | 1.99 | 8.19 | - | ||
T. Rowe Price Blue Chip Growth I | 23.49B | -0.80 | 13.36 | - | ||
T. Rowe Price Instl Large Cap Growt | 17.99B | 0.04 | 13.08 | 15.45 |
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