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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.740 | 7.490 | 5.750 |
Shares | 98.720 | 98.720 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.441 | 12.495 |
Price to Book | 2.126 | 1.760 |
Price to Sales | 0.929 | 1.094 |
Price to Cash Flow | 6.329 | 7.231 |
Dividend Yield | 4.082 | 3.144 |
5 Years Earnings Growth | 6.936 | 10.174 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 21.310 | 15.233 |
Technology | 19.170 | 15.085 |
Consumer Defensive | 15.380 | 9.581 |
Industrials | 10.660 | 11.425 |
Financial Services | 8.530 | 17.598 |
Communication Services | 8.070 | 8.614 |
Utilities | 5.900 | 4.318 |
Consumer Cyclical | 5.370 | 10.167 |
Basic Materials | 3.500 | 5.712 |
Energy | 1.180 | 6.984 |
Real Estate | 0.940 | 1.928 |
Number of long holdings: 99
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 2.01 | 490.69 | -2.24% | |
AbbVie | US00287Y1091 | 1.92 | 169.42 | +0.50% | |
J&J | US4781601046 | 1.87 | 147.08 | +0.45% | |
Pfizer | US7170811035 | 1.73 | 28.58 | -0.76% | |
Cisco | US17275R1023 | 1.71 | 45.84 | -0.84% | |
Bristol-Myers Squibb | US1101221083 | 1.67 | 41.48 | +1.47% | |
Amgen | US0311621009 | 1.66 | 305.01 | -0.22% | |
Broadcom | US11135F1012 | 1.66 | 1,407.04 | +0.41% | |
Roche Holding Participation | CH0012032048 | 1.65 | 242.60 | +1.89% | |
Microsoft | US5949181045 | 1.62 | 423.85 | -0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Large Cap Growth Fund Class C US | 1.92B | 3.85 | 6.61 | 12.25 | ||
US Large Cap Growth Fund Class GA U | 1.92B | 3.91 | 7.34 | 13.01 | ||
US Large Cap Growth Fund Class L G | 1.92B | 3.89 | 6.99 | 12.64 | ||
US Large Cap Growth Fund Class X US | 1.92B | 3.95 | 7.82 | 13.40 | ||
LM ClearBridge US LC Gr Premier Acc | 1.92B | 3.98 | 8.20 | - |
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