
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.25 | 1.25 | 0.00 |
Shares | 98.75 | 98.75 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.67 | 16.21 |
Price to Book | 2.39 | 2.51 |
Price to Sales | 1.83 | 1.74 |
Price to Cash Flow | 11.40 | 10.47 |
Dividend Yield | 1.74 | 2.48 |
5 Years Earnings Growth | 9.60 | 9.25 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.75 | 21.43 |
Healthcare | 14.14 | 14.53 |
Industrials | 13.70 | 11.88 |
Consumer Cyclical | 11.53 | 7.25 |
Technology | 11.06 | 13.10 |
Consumer Defensive | 7.72 | 8.12 |
Energy | 5.38 | 7.39 |
Communication Services | 5.25 | 5.98 |
Basic Materials | 4.90 | 3.42 |
Real Estate | 3.35 | 3.37 |
Utilities | 3.22 | 5.23 |
Number of long holdings: 48
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet C | US02079K1079 | 5.19 | 237.53 | -1.93% | |
Canadian Pacific Kansas City | CA13646K1084 | 4.31 | 74.90 | -1.10% | |
Bank of America | US0605051046 | 3.89 | 48.65 | -2.27% | |
ICE | US45866F1049 | 3.68 | 157.49 | -1.14% | |
Berkshire Hathaway B | US0846707026 | 3.47 | 489.33 | -1.49% | |
NextEra Energy | US65339F1012 | 3.18 | 83.35 | -0.43% | |
Mondelez | US6092071058 | 3.14 | 61.51 | +0.84% | |
Labcorp Holdings | US5049221055 | 3.09 | 277.88 | +0.04% | |
Citigroup | US1729674242 | 3.00 | 93.93 | -2.07% | |
DR Horton | US23331A1097 | 2.85 | 151.59 | +0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.65B | 7.14 | 11.07 | 10.03 | ||
Wells Fargo Municipal Bond Inst | 4.68B | -0.41 | 2.66 | 2.47 | ||
Wells Fargo Special Mid Cap Value R | 3.37B | 7.22 | 11.18 | 10.14 | ||
Wells Fargo Growth A | 2.88B | 14.81 | 21.66 | 14.09 | ||
Wells Fargo Emerging Markets Equit | 3.01B | 21.95 | 10.91 | 6.74 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review