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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 | 16.078 |
Price to Book | 2.107 | 2.503 |
Price to Sales | 1.645 | 1.724 |
Price to Cash Flow | 9.647 | 10.493 |
Dividend Yield | 1.873 | 2.492 |
5 Years Earnings Growth | 10.827 | 9.271 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.730 | 21.447 |
Industrials | 16.680 | 11.933 |
Healthcare | 13.720 | 14.629 |
Technology | 13.330 | 13.182 |
Consumer Defensive | 8.800 | 8.209 |
Energy | 6.710 | 7.397 |
Real Estate | 5.450 | 3.380 |
Consumer Cyclical | 5.310 | 7.085 |
Basic Materials | 4.160 | 3.381 |
Communication Services | 4.030 | 5.866 |
Utilities | 3.080 | 5.213 |
Number of long holdings: 47
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 3.97 | 206.72 | +3.04% | |
Canadian Pacific Kansas City | CA13646K1084 | 3.74 | 74.81 | +2.16% | |
Berkshire Hathaway B | US0846707026 | 3.60 | 489.00 | +0.08% | |
Citigroup | US1729674242 | 3.57 | 95.26 | +2.88% | |
CBRE A | US12504L1098 | 3.53 | 164.41 | +3.32% | |
AerCap Holdings NV | NL0000687663 | 3.38 | 119.44 | +1.19% | |
ICE | US45866F1049 | 3.13 | 180.67 | +0.80% | |
NextEra Energy | US65339F1012 | 3.03 | 76.32 | +0.32% | |
Labcorp Holdings | US5049221055 | 2.98 | 278.18 | +0.59% | |
Bank of America | US0605051046 | 2.98 | 49.48 | +2.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.82B | 3.08 | 8.53 | 9.17 | ||
Wells Fargo Municipal Bond Inst | 4.55B | -1.22 | 1.66 | 2.37 | ||
Wells Fargo Special Mid Cap Value R | 3.41B | 3.14 | 8.64 | 9.28 | ||
Wells Fargo Emerging Markets Equit | 2.76B | 19.40 | 10.38 | 5.53 | ||
Wells Fargo Growth A | 2.75B | 14.36 | 19.50 | 13.13 |
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