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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.25 | 9.25 | 0.00 |
Stocks | 76.91 | 76.91 | 0.00 |
Bonds | 13.84 | 13.84 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.81 | 17.43 |
Price to Book | 1.70 | 2.66 |
Price to Sales | 1.68 | 1.81 |
Price to Cash Flow | 10.49 | 10.91 |
Dividend Yield | 2.00 | 2.12 |
5 Years Earnings Growth | 11.51 | 11.29 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 48.73 | 15.26 |
Healthcare | 16.25 | 12.50 |
Technology | 15.01 | 20.65 |
Consumer Cyclical | 7.37 | 9.93 |
Industrials | 5.69 | 11.76 |
Communication Services | 4.92 | 7.17 |
Energy | 2.03 | 5.80 |
Number of long holdings: 53
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway Inc Class B | - | 8.26 | - | - | |
Capital One Financial Corp | - | 5.79 | - | - | |
Applied Materials Inc | - | 5.71 | - | - | |
Amazon.com Inc | - | 5.67 | - | - | |
Wells Fargo & Co | - | 5.47 | - | - | |
Quest Diagnostics Inc | - | 3.96 | - | - | |
Viatris Inc | - | 3.95 | - | - | |
Owens-Corning Inc | - | 2.77 | - | - | |
Julius Baer | CH0102484968 | 2.61 | 47.75 | +0.63% | |
Intel | US4581401001 | 2.56 | 30.83 | -1.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Davis NY Venture A | 4.72B | 13.43 | 4.56 | 9.54 | ||
Davis NY Venture Y | 1.76B | 13.53 | 4.82 | 9.82 | ||
Davis Global Y | 575.92M | 11.86 | -1.98 | 6.91 | ||
Davis Financial A | 465.45M | 10.74 | 6.64 | 9.12 | ||
Davis Financial Y | 446.8M | 10.88 | 6.89 | 9.35 |
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