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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 | 15.655 |
Price to Book | 2.107 | 2.481 |
Price to Sales | 1.645 | 1.691 |
Price to Cash Flow | 9.647 | 10.482 |
Dividend Yield | 1.873 | 2.526 |
5 Years Earnings Growth | 10.827 | 9.624 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.730 | 21.212 |
Industrials | 16.680 | 11.680 |
Healthcare | 13.720 | 15.631 |
Technology | 13.330 | 12.422 |
Consumer Defensive | 8.800 | 8.538 |
Energy | 6.710 | 7.639 |
Real Estate | 5.450 | 3.499 |
Consumer Cyclical | 5.310 | 6.739 |
Basic Materials | 4.160 | 3.401 |
Communication Services | 4.030 | 5.547 |
Utilities | 3.080 | 5.336 |
Number of long holdings: 47
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 3.97 | 168.60 | +0.53% | |
Canadian Pacific Kansas City | CA13646K1084 | 3.74 | 82.73 | +0.63% | |
Berkshire Hathaway B | US0846707026 | 3.60 | 493.20 | -0.93% | |
Citigroup | US1729674242 | 3.57 | 76.72 | +0.24% | |
CBRE A | US12504L1098 | 3.53 | 127.26 | +1.86% | |
AerCap Holdings NV | NL0000687663 | 3.38 | 115.87 | +0.17% | |
ICE | US45866F1049 | 3.13 | 179.66 | +0.18% | |
NextEra Energy | US65339F1012 | 3.03 | 70.95 | 0.00% | |
Labcorp Holdings | US5049221055 | 2.98 | 254.07 | +1.42% | |
Bank of America | US0605051046 | 2.98 | 44.52 | -0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.87B | -4.63 | 6.11 | 8.31 | ||
Wells Fargo Municipal Bond Inst | 4.41B | -1.13 | 2.30 | 2.39 | ||
Wells Fargo Special Mid Cap Value R | 3.37B | -4.60 | 6.22 | 8.41 | ||
Wells Fargo Emerging Markets Equit | 2.89B | 6.38 | 4.18 | 3.27 | ||
Wells Fargo Growth A | 2.59B | -8.00 | 10.58 | 11.15 |
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