Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.61 | 3.61 | 0.00 |
Shares | 96.39 | 96.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.62 | 13.42 |
Price to Book | 1.52 | 1.96 |
Price to Sales | 0.89 | 1.28 |
Price to Cash Flow | 6.24 | 8.45 |
Dividend Yield | 3.28 | 3.14 |
5 Years Earnings Growth | 10.30 | 9.56 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 32.24 | 18.82 |
Consumer Cyclical | 14.84 | 8.62 |
Healthcare | 13.60 | 14.25 |
Communication Services | 12.28 | 7.97 |
Technology | 10.47 | 12.41 |
Industrials | 8.58 | 12.52 |
Consumer Defensive | 3.48 | 10.97 |
Energy | 2.53 | 6.87 |
Basic Materials | 1.97 | 5.25 |
Number of long holdings: 50
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lloyds Banking | GB0008706128 | 4.51 | 54.18 | +0.22% | |
Mercedes Benz Group | DE0007100000 | 4.13 | 63.200 | -0.71% | |
CNH Industrial NV | NL0010545661 | 3.86 | 10.40 | 0.00% | |
Alphabet Inc Class A | - | 3.30 | - | - | |
General Motors Co | - | 3.16 | - | - | |
Bayer | DE000BAY0017 | 3.13 | 27.07 | -1.02% | |
IQVIA Holdings Inc | - | 3.13 | - | - | |
Prudential | GB0007099541 | 3.11 | 700.00 | -1.07% | |
Julius Baer | CH0102484968 | 3.11 | 50.46 | -1.83% | |
Bank of America | US0605051046 | 3.10 | 39.24 | -0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 9.5B | 6.34 | 8.67 | 11.49 | ||
Oakmark International Institutional | 8.65B | 1.08 | -1.76 | - | ||
Oakmark Institutional | 6.65B | 6.44 | 8.91 | - | ||
Oakmark International Investor | 5.31B | 0.97 | -2.00 | 3.13 | ||
Oakmark Equity And Income Investor | 4.37B | 3.01 | 2.72 | 6.66 |
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