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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.24 | 6.24 | 0.00 |
Shares | 93.76 | 93.76 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.36 | 15.31 |
Price to Book | 1.70 | 2.46 |
Price to Sales | 0.96 | 1.68 |
Price to Cash Flow | 7.12 | 10.49 |
Dividend Yield | 1.44 | 2.53 |
5 Years Earnings Growth | 12.81 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.96 | 20.27 |
Technology | 15.27 | 12.68 |
Communication Services | 13.74 | 5.39 |
Healthcare | 11.36 | 15.50 |
Energy | 9.99 | 7.88 |
Real Estate | 8.13 | 3.77 |
Industrials | 6.96 | 11.78 |
Consumer Cyclical | 6.60 | 6.68 |
Number of long holdings: 22
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CBRE A | US12504L1098 | 7.62 | 135.43 | +2.87% | |
Alphabet A | US02079K3059 | 7.35 | 164.76 | -1.71% | |
First Citizens BancShares | US31946M1036 | 7.03 | 2,353.08 | +1.24% | |
IQVIA Holdings | US46266C1053 | 6.83 | 201.82 | +2.14% | |
Deere&Company | US2441991054 | 6.52 | 446.65 | +2.08% | |
Lithia Motors | US5367971034 | 6.18 | 390.86 | +2.19% | |
Paycom Soft | US70432V1026 | 5.45 | 230.32 | +1.45% | |
Salesforce Inc | US79466L3024 | 5.03 | 342.02 | +1.86% | |
Charles Schwab | US8085131055 | 4.90 | 81.26 | +0.57% | |
Capital One Financial | US14040H1059 | 4.86 | 187.06 | +2.42% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 10.08B | 14.70 | 8.79 | 11.89 | ||
Oakmark International Institutional | 8.08B | -1.64 | -1.09 | - | ||
Oakmark Institutional | 7.36B | 14.92 | 9.04 | - | ||
Oakmark International Investor | 5.07B | -1.86 | -1.34 | 3.79 | ||
Oakmark Equity And Income Investor | 4.45B | 8.22 | 3.75 | 7.01 |
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