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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.53 | 1.53 | 0.00 |
Shares | 98.47 | 98.47 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.90 | 16.28 |
Price to Book | 2.11 | 2.53 |
Price to Sales | 1.65 | 1.76 |
Price to Cash Flow | 9.65 | 10.52 |
Dividend Yield | 1.87 | 2.47 |
5 Years Earnings Growth | 10.83 | 9.25 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.73 | 21.38 |
Industrials | 16.68 | 11.86 |
Healthcare | 13.72 | 14.53 |
Technology | 13.33 | 13.25 |
Consumer Defensive | 8.80 | 8.13 |
Energy | 6.71 | 7.32 |
Real Estate | 5.45 | 3.36 |
Consumer Cyclical | 5.31 | 7.25 |
Basic Materials | 4.16 | 3.40 |
Communication Services | 4.03 | 5.98 |
Utilities | 3.08 | 5.21 |
Number of long holdings: 47
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 3.97 | 256.73 | +1.16% | |
Canadian Pacific Kansas City | CA13646K1084 | 3.74 | 76.49 | -0.03% | |
Berkshire Hathaway B | US0846707026 | 3.60 | 493.26 | +0.17% | |
Citigroup | US1729674242 | 3.57 | 99.57 | +2.58% | |
CBRE A | US12504L1098 | 3.53 | 159.97 | +1.81% | |
AerCap Holdings NV | NL0000687663 | 3.38 | 121.12 | +0.57% | |
ICE | US45866F1049 | 3.13 | 155.17 | +1.02% | |
NextEra Energy | US65339F1012 | 3.03 | 84.86 | +0.38% | |
Labcorp Holdings | US5049221055 | 2.98 | 290.43 | +1.57% | |
Bank of America | US0605051046 | 2.98 | 52.25 | +1.89% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.49B | 5.53 | 13.84 | 10.32 | ||
Wells Fargo Municipal Bond Inst | 4.71B | 1.77 | 4.45 | 2.59 | ||
Wells Fargo Special Mid Cap Value R | 3.33B | 5.61 | 13.96 | 10.43 | ||
Wells Fargo Emerging Markets Equit | 3B | 30.76 | 17.63 | 7.85 | ||
Wells Fargo Growth A | 2.82B | 19.55 | 27.90 | 14.96 |
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