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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.530 | 1.530 | 0.000 |
Shares | 98.470 | 98.470 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.901 | 15.953 |
Price to Book | 2.107 | 2.489 |
Price to Sales | 1.645 | 1.710 |
Price to Cash Flow | 9.647 | 10.454 |
Dividend Yield | 1.873 | 2.508 |
5 Years Earnings Growth | 10.827 | 9.383 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.730 | 21.389 |
Industrials | 16.680 | 11.893 |
Healthcare | 13.720 | 14.889 |
Technology | 13.330 | 12.985 |
Consumer Defensive | 8.800 | 8.362 |
Energy | 6.710 | 7.435 |
Real Estate | 5.450 | 3.405 |
Consumer Cyclical | 5.310 | 6.948 |
Basic Materials | 4.160 | 3.398 |
Communication Services | 4.030 | 5.677 |
Utilities | 3.080 | 5.275 |
Number of long holdings: 47
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 3.97 | 189.80 | -1.59% | |
Canadian Pacific Kansas City | CA13646K1084 | 3.74 | 72.99 | -0.77% | |
Berkshire Hathaway B | US0846707026 | 3.60 | 472.72 | +0.18% | |
Citigroup | US1729674242 | 3.57 | 91.47 | -2.39% | |
CBRE A | US12504L1098 | 3.53 | 153.46 | -1.46% | |
AerCap Holdings NV | NL0000687663 | 3.38 | 108.16 | +0.84% | |
ICE | US45866F1049 | 3.13 | 183.27 | -0.84% | |
NextEra Energy | US65339F1012 | 3.03 | 70.65 | -0.58% | |
Labcorp Holdings | US5049221055 | 2.98 | 261.40 | +0.51% | |
Bank of America | US0605051046 | 2.98 | 45.72 | -3.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.84B | 1.03 | 10.43 | 8.97 | ||
Wells Fargo Municipal Bond Inst | 4.51B | -0.87 | 2.56 | 2.48 | ||
Wells Fargo Special Mid Cap Value R | 3.4B | 1.09 | 10.55 | 9.08 | ||
Wells Fargo Emerging Markets Equit | 3.03B | 18.51 | 9.89 | 4.80 | ||
Wells Fargo Growth A | 2.8B | 10.44 | 22.37 | 13.05 |
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