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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.55 | 15.61 |
Price to Book | 2.79 | 2.50 |
Price to Sales | 1.51 | 1.72 |
Price to Cash Flow | 11.84 | 10.72 |
Dividend Yield | 1.73 | 2.50 |
5 Years Earnings Growth | 9.45 | 9.17 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.83 | 21.07 |
Industrials | 15.74 | 11.91 |
Healthcare | 14.70 | 15.11 |
Technology | 10.87 | 12.81 |
Energy | 7.21 | 7.61 |
Consumer Cyclical | 6.60 | 6.82 |
Real Estate | 3.93 | 3.51 |
Utilities | 3.79 | 5.37 |
Basic Materials | 3.35 | 3.50 |
Consumer Defensive | 3.29 | 8.27 |
Communication Services | 2.70 | 5.56 |
Number of long holdings: 58
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.33 | 267.30 | -0.35% | |
UnitedHealth | US91324P1021 | 3.08 | 542.49 | -0.56% | |
Wells Fargo&Co | US9497461015 | 2.87 | 78.80 | -0.03% | |
Alphabet A | US02079K3059 | 2.70 | 204.02 | +1.57% | |
Charles Schwab | US8085131055 | 2.51 | 82.72 | -1.05% | |
Parker-Hannifin | US7010941042 | 2.24 | 707.05 | +0.45% | |
Expand Energy | US1651677353 | 2.12 | 101.60 | -1.09% | |
Fiserv | US3377381088 | 2.09 | 216.04 | +0.06% | |
Cummins | US2310211063 | 2.06 | 356.25 | -0.95% | |
Morgan Stanley | US6174464486 | 2.04 | 138.43 | -1.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Lord Abbett Affiliated A | 5.47B | 17.30 | 5.32 | 8.26 | ||
Lord Abbett Growth Leaders I | 3.25B | 44.97 | 5.79 | 15.85 | ||
Lord Abbett Natl Tax-Free Income A | 2.7B | 2.94 | -1.62 | 2.37 | ||
Lord Abbett Intermediate Tax Free I | 2.68B | 2.69 | -0.57 | 2.16 | ||
Lord Abbett Calibrated Dividend GrA | 2.71B | 22.33 | 7.16 | 11.17 |
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