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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.46 | 4.48 | 0.02 |
Shares | 95.55 | 95.55 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.52 | 15.35 |
Price to Book | 1.65 | 2.42 |
Price to Sales | 1.04 | 1.63 |
Price to Cash Flow | 8.23 | 10.17 |
Dividend Yield | 2.81 | 2.60 |
5 Years Earnings Growth | 7.80 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.40 | 20.55 |
Healthcare | 18.49 | 15.26 |
Technology | 14.34 | 12.47 |
Consumer Defensive | 8.47 | 8.43 |
Energy | 8.06 | 8.46 |
Industrials | 8.02 | 11.94 |
Consumer Cyclical | 6.43 | 6.48 |
Communication Services | 5.27 | 5.48 |
Utilities | 4.27 | 5.00 |
Basic Materials | 1.21 | 3.93 |
Real Estate | 1.05 | 3.60 |
Number of long holdings: 114
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 3.41 | - | - | |
Citigroup Inc | - | 3.31 | - | - | |
American International Group Inc | - | 2.72 | - | - | |
General Motors Co | - | 2.46 | - | - | |
First Citizens BancShares Inc Class A | - | 2.35 | - | - | |
BP | GB0007980591 | 2.32 | 491.30 | +0.41% | |
L3Harris Technologies Inc | - | 2.16 | - | - | |
The Kraft Heinz Co | - | 2.16 | - | - | |
Shell | GB00BP6MXD84 | 2.16 | 32.90 | -0.66% | |
Medtronic | IE00BTN1Y115 | 2.01 | 85.92 | +0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BlackRock S&P 500 Index K | 15.91B | 6.02 | 8.03 | 12.38 | ||
BlackRock Equity Dividend Instl | 10.69B | 5.42 | 5.76 | 9.38 | ||
BlackRock International Index Instl | 10.32B | 2.50 | 2.85 | 4.27 | ||
BlackRock International Index Inv A | 10.32B | 2.39 | 2.57 | 4.01 | ||
BlackRock International Index K | 10.32B | 2.50 | 2.89 | 4.32 |
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