
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.27 | 0.27 | 0.00 |
Shares | 99.73 | 99.73 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.69 | 15.64 |
Price to Book | 2.29 | 2.48 |
Price to Sales | 1.69 | 1.69 |
Price to Cash Flow | 10.04 | 10.46 |
Dividend Yield | 2.33 | 2.53 |
5 Years Earnings Growth | 9.66 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.67 | 21.21 |
Healthcare | 14.38 | 15.60 |
Industrials | 13.74 | 11.67 |
Technology | 10.11 | 12.46 |
Consumer Defensive | 8.49 | 8.55 |
Energy | 6.36 | 7.60 |
Consumer Cyclical | 6.27 | 6.76 |
Utilities | 4.92 | 5.34 |
Real Estate | 4.84 | 3.52 |
Communication Services | 4.59 | 5.54 |
Basic Materials | 3.62 | 3.41 |
Number of long holdings: 874
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 4.05 | 492.59 | +0.79% | |
JPMorgan | US46625H1005 | 2.85 | 265.78 | +1.46% | |
Exxon Mobil | US30231G1022 | 1.93 | 104.34 | +2.46% | |
Walmart | US9311421039 | 1.75 | 97.12 | -0.86% | |
J&J | US4781601046 | 1.56 | 154.57 | +0.59% | |
UnitedHealth | US91324P1021 | 1.46 | 299.34 | +1.18% | |
P&G | US7427181091 | 1.24 | 163.92 | +0.69% | |
Philip Morris | US7181721090 | 1.10 | 182.09 | +0.07% | |
Bank of America | US0605051046 | 1.10 | 44.86 | +1.67% | |
Wells Fargo&Co | US9497461015 | 0.97 | 76.05 | +1.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 748.58B | 0.54 | 13.73 | 12.17 | ||
Vanguard 500 Index Admiral | 560.5B | -4.94 | 12.13 | 12.28 | ||
Vanguard Total Stock Market Admiral | 399.92B | -5.47 | 11.31 | 11.61 | ||
Vanguard Total Intl Stock Index Inv | 226.68B | 8.74 | 7.96 | 4.94 | ||
Vanguard 500 Index Institutional Se | 207.44B | 1.06 | 14.40 | - |
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