Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.58 | 5.55 | 0.97 |
Stocks | 95.42 | 95.42 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.40 | 16.89 |
Price to Book | 2.12 | 2.76 |
Price to Sales | 1.23 | 1.89 |
Price to Cash Flow | 9.02 | 11.35 |
Dividend Yield | 2.10 | 2.27 |
5 Years Earnings Growth | 13.23 | 10.88 |
Name | Net % | Category Average |
---|---|---|
Industrials | 18.64 | 12.14 |
Technology | 15.33 | 20.36 |
Consumer Cyclical | 15.17 | 10.18 |
Healthcare | 11.68 | 13.20 |
Consumer Defensive | 10.50 | 8.99 |
Communication Services | 9.36 | 7.79 |
Financial Services | 9.05 | 15.53 |
Energy | 6.25 | 4.90 |
Utilities | 2.13 | 3.21 |
Basic Materials | 1.89 | 4.50 |
Number of long holdings: 71
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Rolls-Royce Holdings | GB00B63H8491 | 4.55 | 465.00 | 0.00% | |
Alphabet A | US02079K3059 | 4.12 | 176.62 | +0.92% | |
Target | US87612E1064 | 3.13 | 146.19 | -1.57% | |
Micron | US5951121038 | 2.99 | 135.07 | +0.19% | |
UnitedHealth | US91324P1021 | 2.75 | 496.22 | +0.25% | |
Samsung Electronics Co | KR7005930003 | 2.72 | 76,300 | +1.46% | |
Walt Disney | US2546871060 | 2.66 | 100.87 | -1.82% | |
Union Pacific | US9078181081 | 2.58 | 227.41 | -0.67% | |
AstraZeneca | GB0009895292 | 2.52 | 12,376.0 | -1.78% | |
BP | GB0007980591 | 2.45 | 468.35 | -0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.02B | 2.85 | 3.61 | 4.77 | ||
Templeton Growth Adv | 191.74M | 7.83 | 3.51 | 3.77 | ||
Templeton Growth R | 54.8M | 7.62 | 3.00 | 3.25 | ||
Templeton Growth R6 | 297.66M | 7.84 | 3.57 | 3.85 | ||
Franklin Rising Dividends A | 18.82B | 5.11 | 6.22 | 10.44 |
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