Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.56 | 0.58 | 0.02 |
Stocks | 96.30 | 96.30 | 0.00 |
Bonds | 3.15 | 3.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.35 | 13.40 |
Price to Book | 1.65 | 2.01 |
Price to Sales | 1.18 | 1.34 |
Price to Cash Flow | 7.88 | 8.70 |
Dividend Yield | 2.94 | 3.09 |
5 Years Earnings Growth | 9.83 | 10.14 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.78 | 14.63 |
Financial Services | 18.61 | 18.88 |
Industrials | 14.07 | 11.99 |
Consumer Defensive | 11.12 | 10.57 |
Consumer Cyclical | 9.76 | 9.05 |
Communication Services | 8.10 | 8.08 |
Technology | 6.58 | 12.23 |
Energy | 6.38 | 6.27 |
Basic Materials | 3.78 | 5.27 |
Real Estate | 1.50 | 4.13 |
Utilities | 1.33 | 4.47 |
Number of long holdings: 73
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Elevance Health | US0367521038 | 2.29 | 402.55 | -0.26% | |
AerCap Holdings NV | NL0000687663 | 2.28 | 98.03 | +0.32% | |
Medtronic | IE00BTN1Y115 | 2.25 | 86.21 | +1.73% | |
Charter Communications | US16119P1084 | 2.23 | 388.27 | +1.15% | |
BNP Paribas | FR0000131104 | 2.18 | 56.92 | -2.23% | |
Roche Holding Participation | CH0012032048 | 2.14 | 254.30 | +1.27% | |
Everest | BMG3223R1088 | 2.13 | 389.00 | +1.00% | |
Voya Financial Inc | US9290891004 | 2.10 | 81.68 | +1.24% | |
Prudential | GB0007099541 | 2.09 | 635.00 | -0.06% | |
Reckitt Benckiser | GB00B24CGK77 | 2.02 | 4,847.0 | +2.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.27B | 8.40 | 4.65 | 5.45 | ||
Templeton Growth Adv | 192.85M | 6.78 | 4.55 | 4.25 | ||
Templeton Growth R | 52.41M | 6.35 | 4.03 | 3.73 | ||
Templeton Growth R6 | 288.21M | 6.83 | 4.60 | 4.33 | ||
Templeton Growth A | 8B | 6.54 | 4.28 | 3.99 |
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