
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.710 | 2.710 | 0.000 |
Stocks | 97.260 | 97.260 | 0.000 |
Bonds | 0.030 | 0.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.786 | 16.165 |
Price to Book | 2.497 | 2.736 |
Price to Sales | 1.241 | 2.095 |
Price to Cash Flow | 11.920 | 10.488 |
Dividend Yield | 1.803 | 2.818 |
5 Years Earnings Growth | 12.009 | 12.097 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.680 | 19.708 |
Industrials | 16.800 | 13.801 |
Communication Services | 11.910 | 9.355 |
Healthcare | 11.450 | 12.721 |
Technology | 9.670 | 20.434 |
Consumer Defensive | 9.190 | 8.321 |
Energy | 7.850 | 8.288 |
Utilities | 6.920 | 5.594 |
Basic Materials | 3.330 | 8.998 |
Real Estate | 2.730 | 4.532 |
Consumer Cyclical | 2.460 | 12.560 |
Number of long holdings: 231
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.81 | 80.45 | -0.41% | |
Berkshire Hathaway B | US0846707026 | 3.46 | 484.34 | +0.31% | |
Salesforce Inc | US79466L3024 | 3.23 | 323.37 | -1.70% | |
T-Mobile US | US8725901040 | 3.17 | 261.88 | -0.51% | |
Sempra Energy | US8168511090 | 3.08 | 85.39 | +0.91% | |
Cheniere Energy | US16411R2085 | 3.05 | 218.21 | +1.19% | |
Alphabet A | US02079K3059 | 2.89 | 184.82 | +0.57% | |
FedEx | US31428X1063 | 2.85 | 268.17 | +0.27% | |
Elevance Health | US0367521038 | 2.83 | 390.66 | +2.14% | |
PNC Financial | US6934751057 | 2.83 | 194.27 | -1.14% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1984161932 | 15.24B | 34.17 | 16.34 | - | ||
Fidelity Glbl Div A Acc HUF Hdgd | 42.03B | 19.55 | 13.51 | 9.65 | ||
Fidelity GlblMltiAsetIncmeAccHUFHdg | 8.94B | 7.46 | 4.64 | 3.91 | ||
Fidelity Funds EM Fund A Acc HUF | 1.4B | 20.06 | -3.29 | - | ||
LU1088279044 | 4.88B | 3.79 | 5.12 | 10.71 |
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