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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.41 | 1.41 | 0.00 |
Shares | 98.59 | 98.59 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.94 | 15.76 |
Price to Book | 2.21 | 2.47 |
Price to Sales | 1.37 | 1.69 |
Price to Cash Flow | 10.08 | 10.41 |
Dividend Yield | 1.74 | 2.53 |
5 Years Earnings Growth | 10.75 | 9.53 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.46 | 21.30 |
Industrials | 17.82 | 11.88 |
Healthcare | 14.05 | 15.20 |
Technology | 12.13 | 12.66 |
Consumer Cyclical | 9.10 | 6.82 |
Consumer Defensive | 7.73 | 8.53 |
Energy | 5.73 | 7.49 |
Communication Services | 4.15 | 5.56 |
Real Estate | 3.85 | 3.46 |
Basic Materials | 3.15 | 3.41 |
Utilities | 2.81 | 5.32 |
Number of long holdings: 47
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Canadian Pacific Kansas City | CA13646K1084 | 4.58 | 77.32 | -1.25% | |
Citigroup | US1729674242 | 4.30 | 95.99 | +2.12% | |
Alphabet C | US02079K1079 | 4.09 | 191.51 | -0.31% | |
Bank of America | US0605051046 | 3.88 | 48.14 | +0.77% | |
ICE | US45866F1049 | 3.81 | 181.00 | +0.11% | |
Mondelez | US6092071058 | 3.24 | 70.17 | -0.82% | |
Labcorp Holdings | US5049221055 | 2.97 | 250.51 | -0.62% | |
Cigna | US1255231003 | 2.86 | 304.34 | +1.43% | |
Berkshire Hathaway B | US0846707026 | 2.82 | 482.63 | +0.94% | |
DR Horton | US23331A1097 | 2.78 | 148.17 | -3.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.26B | 1.03 | 10.43 | 8.97 | ||
Wells Fargo Municipal Bond Inst | 4.46B | -0.87 | 2.56 | 2.48 | ||
Wells Fargo Special Mid Cap Value R | 3.41B | 1.09 | 10.55 | 9.08 | ||
Wells Fargo Emerging Markets Equit | 3.01B | 18.51 | 9.89 | 4.80 | ||
Wells Fargo Growth A | 2.73B | 10.44 | 22.37 | 13.05 |
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