Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.07 | 23.64 | 23.57 |
Stocks | 59.39 | 59.39 | 0.00 |
Bonds | 32.50 | 32.50 | 0.00 |
Convertible | 1.26 | 1.26 | 0.00 |
Preferred | 1.70 | 1.70 | 0.00 |
Other | 5.08 | 5.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.85 | 15.36 |
Price to Book | 1.40 | 2.23 |
Price to Sales | 1.00 | 1.58 |
Price to Cash Flow | 7.95 | 9.74 |
Dividend Yield | 3.97 | 2.90 |
5 Years Earnings Growth | 11.53 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.16 | 17.05 |
Industrials | 16.50 | 11.91 |
Communication Services | 11.80 | 6.31 |
Consumer Cyclical | 10.34 | 10.48 |
Healthcare | 9.07 | 10.54 |
Real Estate | 7.88 | 6.31 |
Technology | 6.32 | 16.55 |
Consumer Defensive | 6.16 | 7.81 |
Energy | 4.89 | 4.50 |
Utilities | 3.02 | 3.61 |
Basic Materials | 1.85 | 5.61 |
Number of long holdings: 207
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Invesco Physical Gold ETC | IE00B579F325 | 3.06 | 260.55 | +1.37% | |
Marks & Spencer | GB0031274896 | 1.10 | 379.00 | +1.91% | |
Barclays PLC 8.407% | XS2552367687 | 1.07 | - | - | |
Taylor Wimpey | GB0008782301 | 1.05 | 129.65 | +1.97% | |
Boston Scientific | US1011371077 | 1.01 | 90.00 | -1.64% | |
J Sainsbury | GB00B019KW72 | 1.01 | 253.80 | +2.84% | |
Tesco | GB00BLGZ9862 | 1.01 | 353.40 | +0.71% | |
Persimmon | GB0006825383 | 0.99 | 1,258.0 | +1.33% | |
Vodafone Group PLC | GB00BH4HKS39 | 0.99 | 70.080 | +1.74% | |
Meta Platforms | US30303M1027 | 0.98 | 559.14 | -0.70% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
CF Miton US Opportunities Fund A Ac | 1.82B | 3.48 | 4.62 | 12.84 | ||
CF Miton US Opportunities Fund B Ac | 1.82B | 4.09 | 5.43 | 13.71 | ||
CF Miton UK Multi Cap Income Retaia | 386.5M | 14.35 | -2.18 | 5.41 | ||
CF Miton UK Multi Cap Income Retail | 386.5M | 14.32 | -2.19 | 5.39 | ||
CF Miton UK Multi Cap Income Instia | 386.5M | 15.07 | -1.38 | 6.23 |
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