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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.000 | 100.000 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.554 | 13.957 |
Price to Book | 2.168 | 2.160 |
Price to Sales | 1.571 | 1.244 |
Price to Cash Flow | 9.772 | 8.991 |
Dividend Yield | 2.144 | 2.467 |
5 Years Earnings Growth | 11.108 | 10.874 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.400 | 19.192 |
Healthcare | 21.990 | 17.852 |
Technology | 14.130 | 14.443 |
Industrials | 11.540 | 10.351 |
Communication Services | 11.350 | 7.317 |
Energy | 6.290 | 8.772 |
Consumer Cyclical | 4.310 | 7.480 |
Basic Materials | 3.840 | 3.520 |
Consumer Defensive | 1.970 | 9.131 |
Utilities | 1.470 | 4.175 |
Real Estate | 0.710 | 2.030 |
Number of long holdings: 76
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 4.34 | - | - | |
Charles Schwab Corp | - | 4.16 | - | - | |
Alphabet Inc Class C | - | 3.92 | - | - | |
Fiserv Inc | - | 3.48 | - | - | |
MetLife Inc | - | 3.36 | - | - | |
Occidental Petroleum Corp | - | 3.26 | - | - | |
The Cigna Group | - | 3.19 | - | - | |
RTX Corp | - | 2.78 | - | - | |
Johnson Controls | IE00BY7QL619 | 2.49 | 62.34 | +2.62% | |
FedEx Corp | - | 2.41 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Stock Fund GBP Accumulating | 4.5B | 6.70 | 11.88 | 11.06 | ||
Global Stock Fund GBP Distributing | 4.5B | 6.70 | 11.51 | 10.91 | ||
US Stock Fund A GBP | 2.98B | 9.39 | 12.67 | 13.65 |
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