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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.91 | 1.91 | 0.00 |
Shares | 98.09 | 98.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.76 | 13.55 |
Price to Book | 1.48 | 1.98 |
Price to Sales | 1.20 | 1.30 |
Price to Cash Flow | 7.22 | 8.59 |
Dividend Yield | 4.43 | 3.16 |
5 Years Earnings Growth | 6.87 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.92 | 18.91 |
Healthcare | 16.20 | 14.14 |
Consumer Defensive | 15.50 | 11.05 |
Utilities | 11.21 | 4.90 |
Energy | 10.02 | 6.88 |
Communication Services | 7.71 | 8.01 |
Industrials | 6.30 | 12.41 |
Real Estate | 5.95 | 4.01 |
Technology | 4.21 | 12.42 |
Basic Materials | 2.38 | 5.26 |
Consumer Cyclical | 1.59 | 8.57 |
Number of long holdings: 37
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
TotalEnergies SE | FR0000120271 | 4.86 | 62.33 | +0.47% | |
J&J | US4781601046 | 4.77 | 146.16 | +0.25% | |
Duke Energy | US26441C2044 | 4.56 | 100.23 | -0.36% | |
Novartis | CH0012005267 | 4.34 | 96.17 | +0.75% | |
KT&G Corp | KR7033780008 | 4.18 | 88,200 | +2.68% | |
Union Pacific | US9078181081 | 3.85 | 226.26 | +1.25% | |
Exelon | US30161N1019 | 3.72 | 34.61 | -0.26% | |
Muenchener Rueckve | DE0001263184 | 3.39 | - | - | |
Pfizer | US7170811035 | 3.24 | 27.98 | +0.65% | |
JPMorgan | US46625H1005 | 3.13 | 202.26 | +1.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wasatch Core Growth Institutional | 2.43B | 0.88 | 0.49 | 12.02 | ||
Wasatch Core Growth | 1.93B | 0.85 | 0.37 | 11.89 | ||
Wasatch Small Cap Growth Institutio | 1.3B | -0.41 | -9.66 | - | ||
Wasatch Small Cap Value Fund Instit | 911.79M | 5.89 | 4.19 | 9.67 | ||
Wasatch Small Cap Growth Investor | 828.76M | -0.47 | -9.75 | 9.17 |
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