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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.310 | 2.340 | 2.030 |
Stocks | 99.690 | 99.690 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.115 | 16.758 |
Price to Book | 2.676 | 2.646 |
Price to Sales | 1.661 | 1.966 |
Price to Cash Flow | 11.279 | 10.194 |
Dividend Yield | 2.678 | 2.800 |
5 Years Earnings Growth | 9.810 | 12.026 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.050 | 18.289 |
Industrials | 17.290 | 13.786 |
Healthcare | 15.250 | 13.966 |
Technology | 8.240 | 19.994 |
Consumer Defensive | 7.760 | 9.239 |
Utilities | 7.460 | 5.808 |
Energy | 5.860 | 8.897 |
Consumer Cyclical | 3.530 | 12.361 |
Communication Services | 3.340 | 8.263 |
Basic Materials | 3.090 | 9.763 |
Real Estate | 2.130 | 4.676 |
Number of long holdings: 75
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.55 | 198.17 | +1.32% | |
Progressive | US7433151039 | 3.13 | 209.65 | +1.29% | |
Cigna | US1255231003 | 2.86 | 336.11 | +0.82% | |
Comcast | US20030N1019 | 2.66 | 39.42 | +0.54% | |
ConocoPhillips | US20825C1045 | 2.60 | 120.89 | 0.00% | |
Marsh McLennan | US5717481023 | 2.47 | 209.29 | +0.06% | |
General Dynamics | US3695501086 | 2.44 | 298.63 | -0.53% | |
McKesson | US58155Q1031 | 2.42 | 556.85 | -1.27% | |
J&J | US4781601046 | 2.24 | 150.93 | -0.22% | |
Aon | IE00BLP1HW54 | 2.20 | 291.00 | -0.67% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Meridian Prudent Cap I1 GBP | 3.2B | -1.37 | 3.60 | - | ||
MFS Meridian Prudent Cap W1 GBP | 3.2B | -1.43 | 3.50 | - | ||
MFS Meridian Dvrsfd Income WH1 GBP | 67.88M | -8.66 | 2.38 | - |
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