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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.32 | 0.32 | 0.00 |
Shares | 99.68 | 99.68 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.28 | 15.73 |
Price to Book | 2.71 | 2.53 |
Price to Sales | 1.83 | 1.74 |
Price to Cash Flow | 12.42 | 10.84 |
Dividend Yield | 1.95 | 2.46 |
5 Years Earnings Growth | 8.60 | 9.26 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.45 | 20.99 |
Healthcare | 16.07 | 15.18 |
Industrials | 15.78 | 11.93 |
Consumer Defensive | 10.33 | 8.28 |
Technology | 9.46 | 12.71 |
Energy | 9.03 | 7.62 |
Consumer Cyclical | 6.35 | 6.80 |
Utilities | 4.69 | 5.38 |
Basic Materials | 4.52 | 3.55 |
Real Estate | 2.27 | 3.56 |
Communication Services | 2.07 | 5.57 |
Number of long holdings: 113
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 3.64 | 468.02 | +0.01% | |
JPMorgan | US46625H1005 | 3.18 | 263.70 | +1.75% | |
Kenvue | US49177J1025 | 2.82 | 20.74 | -1.71% | |
UnitedHealth | US91324P1021 | 2.21 | 523.24 | +2.64% | |
Bank of America | US0605051046 | 2.12 | 46.67 | +0.29% | |
Fiserv | US3377381088 | 2.01 | 208.95 | +0.18% | |
J&J | US4781601046 | 1.99 | 147.91 | +0.60% | |
Charles Schwab | US8085131055 | 1.94 | 80.67 | +5.58% | |
Exxon Mobil | US30231G1022 | 1.84 | 111.43 | -0.79% | |
Elevance Health | US0367521038 | 1.66 | 387.94 | +0.69% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 35.36B | 12.69 | 5.65 | 10.55 | ||
T. Rowe Price Blue Chip Growth | 33.29B | 35.63 | 7.54 | 14.89 | ||
T. Rowe Price Blue Chip Growth I | 29.84B | 35.79 | 7.68 | - | ||
T. Rowe Price Capital AppreciationI | 29.12B | 12.84 | 5.78 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.35B | 30.99 | 7.47 | 16.14 |
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