Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.95 | 1.95 | 0.00 |
Stocks | 81.65 | 81.65 | 0.00 |
Bonds | 0.40 | 0.40 | 0.00 |
Convertible | 5.47 | 5.47 | 0.00 |
Preferred | 10.53 | 10.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.67 | 15.67 |
Price to Book | 2.80 | 2.51 |
Price to Sales | 2.09 | 1.73 |
Price to Cash Flow | 12.19 | 10.77 |
Dividend Yield | 3.08 | 2.48 |
5 Years Earnings Growth | 7.07 | 9.19 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 21.93 | 15.13 |
Consumer Defensive | 17.03 | 8.28 |
Financial Services | 15.81 | 21.06 |
Industrials | 10.24 | 11.90 |
Utilities | 9.03 | 5.37 |
Energy | 8.38 | 7.62 |
Technology | 6.16 | 12.80 |
Basic Materials | 3.78 | 3.52 |
Communication Services | 3.09 | 5.57 |
Consumer Cyclical | 2.59 | 6.79 |
Real Estate | 1.97 | 3.53 |
Number of long holdings: 108
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
J&J | US4781601046 | 5.31 | 151.52 | +3.20% | |
Medtronic | IE00BTN1Y115 | 3.91 | 91.59 | +1.55% | |
Enterprise Products Partners LP | US2937921078 | 2.66 | 33.25 | -0.95% | |
Norfolk Southern | US6558441084 | 2.52 | 259.69 | +1.97% | |
Becton Dickinson | US0758871091 | 2.37 | 246.77 | +1.36% | |
UnitedHealth | US91324P1021 | 2.24 | 545.14 | +2.37% | |
Exxon Mobil | US30231G1022 | 2.23 | 109.33 | +0.62% | |
JPMorgan | US46625H1005 | 1.92 | 264.12 | -0.27% | |
Verizon | US92343V1044 | 1.92 | 40.37 | +2.09% | |
Kenvue | US49177J1025 | 1.77 | 21.16 | +1.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Century Ultra Inv | 22.37B | 29.55 | 7.83 | 16.44 | ||
American Century Growth Inv | 10.92B | 26.21 | 7.43 | 14.96 | ||
American Century Select Inv | 5.2B | 26.16 | 7.85 | 15.00 | ||
American Century Heritage Inv | 4.51B | 24.85 | 2.67 | 10.93 | ||
American Century Mid Cap Value R6 | 3.06B | 8.92 | 4.68 | 8.32 |
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