
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.43 | 1.43 | 0.00 |
Shares | 98.57 | 98.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.60 | 15.64 |
Price to Book | 2.03 | 2.48 |
Price to Sales | 1.58 | 1.69 |
Price to Cash Flow | 9.55 | 10.46 |
Dividend Yield | 1.93 | 2.53 |
5 Years Earnings Growth | 9.89 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Industrials | 18.92 | 11.67 |
Financial Services | 18.34 | 21.21 |
Healthcare | 14.74 | 15.60 |
Technology | 12.04 | 12.46 |
Consumer Defensive | 8.36 | 8.55 |
Consumer Cyclical | 6.81 | 6.76 |
Energy | 5.91 | 7.60 |
Basic Materials | 4.05 | 3.41 |
Communication Services | 3.99 | 5.54 |
Real Estate | 3.88 | 3.52 |
Utilities | 2.96 | 5.34 |
Number of long holdings: 47
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Canadian Pacific Kansas City | CA13646K1084 | 4.30 | 81.90 | +0.05% | |
Alphabet C | US02079K1079 | 3.93 | 174.92 | +3.01% | |
ICE | US45866F1049 | 3.90 | 178.68 | +0.07% | |
Citigroup | US1729674242 | 3.73 | 78.26 | +2.07% | |
Berkshire Hathaway B | US0846707026 | 3.50 | 493.53 | +0.98% | |
Bank of America | US0605051046 | 3.44 | 44.97 | +1.33% | |
Mondelez | US6092071058 | 3.43 | 66.15 | -0.33% | |
Labcorp Holdings | US5049221055 | 3.22 | 253.97 | +0.72% | |
AerCap Holdings NV | NL0000687663 | 3.13 | 116.85 | +0.85% | |
Cigna | US1255231003 | 2.98 | 312.18 | +0.37% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 7.93B | -4.63 | 6.11 | 8.31 | ||
Wells Fargo Municipal Bond Inst | 4.43B | -1.13 | 2.30 | 2.39 | ||
Wells Fargo Special Mid Cap Value R | 3.4B | -4.60 | 6.22 | 8.41 | ||
Wells Fargo Emerging Markets Equit | 2.92B | 6.38 | 4.18 | 3.27 | ||
Wells Fargo Growth A | 2.62B | -8.00 | 10.58 | 11.15 |
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