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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.100 | 6.420 | 0.320 |
Shares | 68.290 | 68.290 | 0.000 |
Bonds | 24.470 | 24.470 | 0.000 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.950 | 0.950 | 0.000 |
Other | 0.150 | 0.160 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.011 | 17.028 |
Price to Book | 2.334 | 2.465 |
Price to Sales | 1.817 | 1.839 |
Price to Cash Flow | 9.989 | 10.519 |
Dividend Yield | 3.636 | 2.326 |
5 Years Earnings Growth | 8.675 | 9.782 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.920 | 17.387 |
Consumer Defensive | 12.610 | 7.021 |
Healthcare | 11.570 | 10.966 |
Energy | 9.630 | 4.558 |
Industrials | 8.690 | 11.001 |
Technology | 8.480 | 20.874 |
Consumer Cyclical | 7.250 | 10.362 |
Communication Services | 6.030 | 6.896 |
Utilities | 5.940 | 3.066 |
Real Estate | 4.850 | 4.098 |
Basic Materials | 4.040 | 3.768 |
Number of long holdings: 3,014
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Philip Morris | US7181721090 | 3.19 | 180.90 | -0.46% | |
Gilead | US3755581036 | 2.10 | 112.87 | +0.36% | |
EOG Resources | US26875P1012 | 1.69 | 114.77 | +0.63% | |
BAE Systems | GB0002634946 | 1.67 | 1,922.50 | -0.41% | |
Broadcom | US11135F1012 | 1.42 | 244.81 | -0.86% | |
JPMorgan | US46625H1005 | 1.34 | 266.61 | +0.33% | |
Nestle | CH0038863350 | 1.30 | 86.70 | -0.49% | |
CVS Health Corp | US1266501006 | 1.13 | 64.02 | +0.69% | |
IBM | US4592001014 | 1.02 | 272.96 | +1.52% | |
Sanofi | FR0000120578 | 0.99 | 87.47 | -1.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Funds Growth Fund Amer A | 155.77B | -4.70 | 13.98 | 12.57 | ||
American Funds American Balanced A | 112.96B | -0.52 | 8.11 | 7.88 | ||
American Funds Invmt Co of Amer A | 97.12B | -3.01 | 14.74 | 11.18 | ||
American Funds Washington Mutual A | 90.09B | -0.80 | 11.20 | 11.14 | ||
American Funds Income Fund of Amer | 79.81B | 4.34 | 6.92 | 6.92 |
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