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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 77.680 | 77.680 | 0.000 |
Bonds | 18.920 | 23.680 | 4.760 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 3.530 | 3.530 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.208 | 15.458 |
Price to Book | 2.709 | 2.226 |
Price to Sales | 1.827 | 1.619 |
Price to Cash Flow | 11.795 | 9.370 |
Dividend Yield | 1.927 | 3.012 |
5 Years Earnings Growth | 11.524 | 10.300 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.940 | 17.714 |
Financial Services | 14.810 | 15.019 |
Industrials | 12.910 | 11.292 |
Healthcare | 11.980 | 11.147 |
Consumer Cyclical | 11.160 | 8.638 |
Communication Services | 6.520 | 6.395 |
Consumer Defensive | 6.100 | 7.780 |
Energy | 4.690 | 7.499 |
Basic Materials | 4.040 | 5.084 |
Real Estate | 2.500 | 7.089 |
Utilities | 2.330 | 4.909 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Diversified US Large Cap Stock CL 0 | - | 40.53 | - | - | |
Diversified International Equity CL 0 | - | 23.30 | - | - | |
Diversified Fixed Income CL 0 | - | 21.29 | - | - | |
Diversified US Small and Mid Cap St CL 0 | - | 14.89 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diamond Hill Large Cap Portfolio 55 | 211M | 7.56 | 4.50 | 10.28 | ||
Moderate Managed Account Portfolio | 858.75M | 5.34 | 2.19 | 6.70 | ||
Aggressive Managed Account Portfoli | 532.04M | 8.38 | 4.42 | 8.91 | ||
Lazard/Wilmington Global Managed Vo | 36.4M | -6.65 | 4.07 | - |
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