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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.37 | 1.37 | 0.00 |
Shares | 98.63 | 98.63 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.94 | 16.07 |
Price to Book | 2.21 | 2.50 |
Price to Sales | 1.37 | 1.72 |
Price to Cash Flow | 10.08 | 10.49 |
Dividend Yield | 1.74 | 2.49 |
5 Years Earnings Growth | 10.74 | 9.26 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.44 | 21.44 |
Industrials | 17.80 | 11.95 |
Healthcare | 14.05 | 14.59 |
Technology | 12.13 | 13.16 |
Consumer Cyclical | 9.10 | 7.11 |
Consumer Defensive | 7.75 | 8.20 |
Energy | 5.74 | 7.40 |
Communication Services | 4.15 | 5.89 |
Real Estate | 3.86 | 3.38 |
Basic Materials | 3.14 | 3.37 |
Utilities | 2.82 | 5.23 |
Number of long holdings: 47
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Canadian Pacific Kansas City | CA13646K1084 | 4.58 | 76.19 | -0.10% | |
Citigroup | US1729674242 | 4.30 | 96.57 | -0.26% | |
Alphabet C | US02079K1079 | 4.09 | 213.53 | +0.55% | |
Bank of America | US0605051046 | 3.87 | 50.74 | +0.50% | |
ICE | US45866F1049 | 3.81 | 176.60 | -0.30% | |
Mondelez | US6092071058 | 3.27 | 61.44 | +0.26% | |
Labcorp Holdings | US5049221055 | 2.96 | 277.99 | +0.98% | |
Cigna | US1255231003 | 2.86 | 300.87 | +0.63% | |
Berkshire Hathaway B | US0846707026 | 2.82 | 502.98 | +0.62% | |
NextEra Energy | US65339F1012 | 2.79 | 72.05 | -0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.93B | 3.08 | 8.53 | 9.17 | ||
Wells Fargo Municipal Bond Inst | 4.57B | -1.22 | 1.66 | 2.37 | ||
Wells Fargo Special Mid Cap Value R | 3.45B | 3.14 | 8.64 | 9.28 | ||
Wells Fargo Emerging Markets Equit | 2.75B | 19.40 | 10.38 | 5.53 | ||
Wells Fargo Growth A | 2.83B | 14.36 | 19.50 | 13.13 |
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