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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.360 | 2.400 | 0.040 |
Stocks | 97.640 | 97.640 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.977 | 15.142 |
Price to Book | 2.199 | 2.389 |
Price to Sales | 1.634 | 1.612 |
Price to Cash Flow | 10.167 | 10.070 |
Dividend Yield | 2.573 | 2.639 |
5 Years Earnings Growth | 8.701 | 9.597 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.630 | 20.541 |
Healthcare | 14.600 | 15.209 |
Technology | 14.000 | 12.393 |
Industrials | 11.520 | 11.904 |
Energy | 9.360 | 8.569 |
Consumer Defensive | 7.360 | 8.526 |
Consumer Cyclical | 5.430 | 6.425 |
Utilities | 5.100 | 5.084 |
Basic Materials | 4.170 | 3.913 |
Communication Services | 3.610 | 5.442 |
Real Estate | 3.230 | 3.561 |
Number of long holdings: 60
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.96 | 201.77 | +1.31% | |
Chubb | CH0044328745 | 3.12 | 256.20 | -2.22% | |
Bank of America | US0605051046 | 2.87 | 39.87 | +1.57% | |
Linde PLC | IE000S9YS762 | 2.86 | 411.600 | +0.49% | |
Exxon Mobil | US30231G1022 | 2.55 | 115.43 | +0.46% | |
Walmart | US9311421039 | 2.43 | 67.58 | -0.44% | |
Microsoft | US5949181045 | 2.40 | 453.01 | +0.04% | |
Eli Lilly | US5324571083 | 2.39 | 912.67 | +0.40% | |
Meta Platforms | US30303M1027 | 2.31 | 515.16 | -0.85% | |
McDonald’s | US5801351017 | 2.28 | 257.43 | -0.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US7439696516 | 3B | 9.79 | -3.37 | 9.11 | ||
US7439696771 | 132.16M | 9.67 | -3.55 | 8.87 | ||
Prudential QMA Strategic Value A | 37.04M | 8.94 | 9.93 | 6.72 | ||
Prudential QMA Intl Equity Z | 13.13M | 11.52 | 2.56 | 3.90 | ||
Prudential QMA Strategic Value C | 2.23M | 7.69 | 8.81 | 5.76 |
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