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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.86 | 9.44 | 5.58 |
Stocks | 72.59 | 72.65 | 0.06 |
Bonds | 15.94 | 18.64 | 2.70 |
Convertible | 2.70 | 2.70 | 0.00 |
Preferred | 0.17 | 0.17 | 0.00 |
Other | 4.73 | 4.87 | 0.14 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.59 | 16.44 |
Price to Book | 2.69 | 2.37 |
Price to Sales | 1.79 | 1.84 |
Price to Cash Flow | 8.93 | 10.55 |
Dividend Yield | 2.56 | 2.62 |
5 Years Earnings Growth | 6.99 | 10.84 |
Name | Net % | Category Average |
---|---|---|
Consumer Defensive | 19.50 | 7.54 |
Technology | 15.52 | 18.05 |
Financial Services | 15.10 | 16.94 |
Healthcare | 13.17 | 11.85 |
Industrials | 10.43 | 13.29 |
Basic Materials | 8.67 | 5.83 |
Energy | 7.78 | 4.42 |
Communication Services | 4.02 | 6.58 |
Consumer Cyclical | 3.82 | 10.29 |
Real Estate | 1.84 | 3.69 |
Utilities | 0.14 | 4.30 |
Number of long holdings: 56
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Findlay Park American USD | IE0002458671 | 7.10 | 215.480 | +0.23% | |
Visa A | US92826C8394 | 3.71 | 262.47 | -1.55% | |
Shell | GB00BP6MXD84 | 3.59 | 33.60 | +0.67% | |
U.K. 20Y | GB0004893086 | 3.53 | 4.670 | +1.19% | |
HgCapital | GB00BJ0LT190 | 3.46 | 485.00 | +0.10% | |
Apple | US0378331005 | 2.98 | 210.61 | -1.63% | |
Worldwide Healthcare | GB00BN455J50 | 2.91 | 362.0 | +0.56% | |
AstraZeneca | GB0009895292 | 2.83 | 12,356.0 | +0.23% | |
Polar Capital Global Convertible Fund S Income | IE00BKRVLY61 | 2.74 | 8.320 | +0.48% | |
Givaudan | CH0010645932 | 2.35 | 4,260.00 | -2.09% |
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