Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.554 | 14.163 |
Price to Book | 2.168 | 2.186 |
Price to Sales | 1.571 | 1.262 |
Price to Cash Flow | 9.772 | 9.047 |
Dividend Yield | 2.144 | 2.450 |
5 Years Earnings Growth | 11.108 | 10.945 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.400 | 19.254 |
Healthcare | 21.990 | 17.612 |
Technology | 14.130 | 14.417 |
Industrials | 11.540 | 10.273 |
Communication Services | 11.350 | 7.244 |
Energy | 6.290 | 8.691 |
Consumer Cyclical | 4.310 | 7.745 |
Basic Materials | 3.840 | 3.643 |
Consumer Defensive | 1.970 | 9.245 |
Utilities | 1.470 | 4.109 |
Real Estate | 0.710 | 2.006 |
Number of long holdings: 76
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 4.34 | - | - | |
Charles Schwab Corp | - | 4.16 | - | - | |
Alphabet Inc Class C | - | 3.92 | - | - | |
Fiserv Inc | - | 3.48 | - | - | |
MetLife Inc | - | 3.36 | - | - | |
Occidental Petroleum Corp | - | 3.26 | - | - | |
The Cigna Group | - | 3.19 | - | - | |
RTX Corp | - | 2.78 | - | - | |
Johnson Controls | IE00BY7QL619 | 2.49 | 69.03 | +1.11% | |
FedEx Corp | - | 2.41 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 4.4B | 5.26 | 9.84 | 10.95 | ||
Global Stock Fund GBP Distributing | 4.4B | 5.28 | 9.48 | 10.81 | ||
US Stock Fund A GBP | 2.87B | 6.36 | 9.71 | 13.59 |
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