
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.81 | 0.81 | 0.00 |
Stocks | 99.20 | 99.20 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.16 | 15.55 |
Price to Book | 2.75 | 2.48 |
Price to Sales | 1.60 | 1.70 |
Price to Cash Flow | 11.89 | 10.59 |
Dividend Yield | 2.44 | 2.53 |
5 Years Earnings Growth | 8.79 | 9.09 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 30.35 | 21.29 |
Industrials | 16.79 | 11.90 |
Healthcare | 14.60 | 15.05 |
Utilities | 8.62 | 5.30 |
Technology | 7.80 | 12.89 |
Consumer Defensive | 7.60 | 8.19 |
Energy | 6.14 | 7.58 |
Consumer Cyclical | 3.64 | 6.83 |
Basic Materials | 2.27 | 3.45 |
Real Estate | 1.99 | 3.47 |
Communication Services | 0.18 | 5.56 |
Number of long holdings: 72
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.50 | 248.66 | -4.59% | |
Progressive | US7433151039 | 3.91 | 284.75 | -0.12% | |
Cigna | US1255231003 | 2.96 | 312.17 | +0.21% | |
McKesson | US58155Q1031 | 2.70 | 645.56 | +0.16% | |
American Express | US0258161092 | 2.48 | 280.56 | -5.05% | |
Morgan Stanley | US6174464486 | 2.40 | 121.03 | -6.27% | |
Marsh McLennan | US5717481023 | 2.32 | 238.93 | -0.23% | |
Aon | IE00BLP1HW54 | 2.30 | 405.76 | -0.87% | |
Rtx Corp | US75513E1010 | 2.19 | 129.11 | -3.53% | |
Lowe’s | US5486611073 | 2.14 | 240.42 | -2.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MFS Value I | 25.23B | 4.16 | 7.09 | 9.68 | ||
MFS Growth R6 | 17.75B | 4.12 | 12.56 | 15.91 | ||
MFS Instl International Equity | 18.15B | 5.56 | 5.16 | 7.55 | ||
MFS Growth I | 14.52B | 4.11 | 12.46 | 15.80 | ||
MFS Intl Diversification I | 14.66B | 4.07 | 3.15 | 6.80 |
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