Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.330 | 0.330 | 0.000 |
Shares | 99.670 | 99.670 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.716 | 15.314 |
Price to Book | 2.430 | 2.417 |
Price to Sales | 1.636 | 1.628 |
Price to Cash Flow | 10.156 | 10.147 |
Dividend Yield | 3.192 | 2.611 |
5 Years Earnings Growth | 8.390 | 9.597 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.520 | 20.555 |
Consumer Defensive | 13.070 | 8.454 |
Healthcare | 12.590 | 15.256 |
Industrials | 12.380 | 11.914 |
Technology | 11.260 | 12.438 |
Energy | 10.980 | 8.490 |
Consumer Cyclical | 7.430 | 6.477 |
Utilities | 6.230 | 5.023 |
Communication Services | 3.150 | 5.481 |
Basic Materials | 2.360 | 3.937 |
Real Estate | 0.010 | 3.578 |
Number of long holdings: 560
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Broadcom | US11135F1012 | 3.47 | 1,361.88 | -2.07% | |
JPMorgan | US46625H1005 | 3.42 | 199.57 | +0.74% | |
Exxon Mobil | US30231G1022 | 2.93 | 114.03 | +0.35% | |
P&G | US7427181091 | 2.38 | 162.37 | +0.44% | |
J&J | US4781601046 | 2.15 | 145.48 | +0.72% | |
Home Depot | US4370761029 | 2.07 | 329.27 | +1.73% | |
Merck&Co | US58933Y1055 | 2.03 | 124.66 | -0.99% | |
AbbVie | US00287Y1091 | 1.77 | 155.97 | +0.76% | |
Chevron | US1667641005 | 1.66 | 158.30 | +0.89% | |
Bank of America | US0605051046 | 1.58 | 38.74 | +0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Vanguard Total Stock Market Ins Pls | 628.52B | 5.16 | 6.22 | - | ||
Vanguard 500 Index Admiral | 484.24B | 6.02 | 8.02 | 12.37 | ||
Vanguard Total Stock Market Admiral | 355.44B | 5.15 | 6.20 | 11.76 | ||
Vanguard Total Intl Stock Index Inv | 191.19B | 1.91 | 0.13 | 4.01 | ||
Vanguard 500 Index Institutional Se | 163.76B | 6.03 | 8.05 | - |
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