
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.950 | 1.950 | 0.000 |
Shares | 98.050 | 98.060 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.765 | 14.555 |
Price to Book | 2.335 | 2.261 |
Price to Sales | 1.334 | 1.336 |
Price to Cash Flow | 9.946 | 9.625 |
Dividend Yield | 2.110 | 2.454 |
5 Years Earnings Growth | 9.816 | 9.912 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 24.720 | 17.287 |
Financial Services | 17.030 | 21.235 |
Technology | 13.150 | 14.748 |
Industrials | 12.910 | 10.102 |
Communication Services | 11.370 | 6.724 |
Energy | 5.750 | 7.304 |
Consumer Cyclical | 4.360 | 7.635 |
Basic Materials | 4.000 | 3.971 |
Real Estate | 2.860 | 2.388 |
Consumer Defensive | 2.030 | 8.746 |
Utilities | 1.810 | 4.531 |
Number of long holdings: 75
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Charles Schwab | US8085131055 | 4.43 | 88.25 | +1.16% | |
Fiserv | US3377381088 | 4.13 | 166.71 | +0.80% | |
Rtx Corp | US75513E1010 | 3.47 | 139.10 | +0.02% | |
MetLife | US59156R1086 | 3.19 | 79.93 | +1.74% | |
CVS Health Corp | US1266501006 | 3.11 | 63.58 | +0.79% | |
Wells Fargo&Co | US9497461015 | 2.64 | 76.33 | +1.91% | |
Alphabet C | US02079K1079 | 2.58 | 174.92 | +3.01% | |
Charter Communications | US16119P1084 | 2.54 | 396.45 | +1.32% | |
Johnson Controls | IE00BY7QL619 | 2.52 | 103.79 | +1.44% | |
Gilead | US3755581036 | 2.49 | 112.46 | +1.81% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund USD Accumulating | 6.18B | 10.72 | 9.22 | 8.35 |
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