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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.990 | 1.990 | 0.000 |
Stocks | 98.010 | 98.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.782 | 15.312 |
Price to Book | 2.086 | 2.464 |
Price to Sales | 1.058 | 1.682 |
Price to Cash Flow | 10.355 | 10.487 |
Dividend Yield | 2.333 | 2.532 |
5 Years Earnings Growth | 9.977 | 9.605 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.260 | 20.265 |
Healthcare | 15.690 | 15.500 |
Industrials | 10.640 | 11.782 |
Technology | 10.300 | 12.676 |
Consumer Defensive | 9.690 | 8.600 |
Real Estate | 8.880 | 3.773 |
Consumer Cyclical | 8.580 | 6.677 |
Energy | 7.950 | 7.883 |
Utilities | 4.320 | 5.502 |
Basic Materials | 2.510 | 3.748 |
Communication Services | 2.180 | 5.392 |
Number of long holdings: 107
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 3.44 | 117.97 | -1.67% | |
Chevron | US1667641005 | 3.29 | 162.53 | +1.35% | |
Berkshire Hathaway B | US0846707026 | 3.19 | 478.56 | +0.24% | |
CVS Health Corp | US1266501006 | 2.62 | 59.01 | -1.78% | |
Citigroup | US1729674242 | 2.54 | 69.75 | -1.41% | |
Bank of America | US0605051046 | 2.37 | 47.75 | +0.53% | |
UnitedHealth | US91324P1021 | 2.29 | 606.79 | +0.16% | |
Truist Financial Corp | US89832Q1094 | 2.27 | 47.70 | -0.83% | |
AbbVie | US00287Y1091 | 2.21 | 181.14 | +2.30% | |
Bristol-Myers Squibb | US1101221083 | 2.03 | 58.74 | -0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AXA 500 Managed Volatility Portfoli | 8.38B | 20.35 | 7.90 | 11.96 | ||
EQ/Equity 500 Index Portfolio Clasb | 7.04B | 19.07 | 8.78 | 12.32 | ||
AXA Aggressive Strategy Portfolio C | 5.76B | 12.53 | 3.26 | 7.66 | ||
AXA Growth Strategy Fund Class IB | 4.93B | 11.13 | 2.64 | 6.79 | ||
AXA Large Cap Growth Managed Vol IB | 4.81B | 21.95 | 6.18 | 13.71 |
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