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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.34 | 1.34 | 0.00 |
Shares | 98.66 | 98.66 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.66 | 15.53 |
Price to Book | 2.20 | 2.42 |
Price to Sales | 1.74 | 1.64 |
Price to Cash Flow | 10.16 | 10.24 |
Dividend Yield | 1.85 | 2.60 |
5 Years Earnings Growth | 10.97 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.42 | 20.41 |
Industrials | 15.71 | 11.74 |
Healthcare | 13.27 | 15.36 |
Technology | 11.40 | 12.73 |
Consumer Defensive | 8.67 | 8.58 |
Energy | 6.86 | 8.36 |
Real Estate | 6.57 | 3.72 |
Consumer Cyclical | 5.66 | 6.43 |
Basic Materials | 4.70 | 3.78 |
Communication Services | 3.59 | 5.43 |
Utilities | 3.15 | 5.19 |
Number of long holdings: 47
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 4.03 | 456.67 | -0.16% | |
Canadian Pacific Kansas City | CA13646K1084 | 3.59 | 83.46 | -0.86% | |
Alphabet C | US02079K1079 | 3.54 | 167.31 | -0.66% | |
ICE | US45866F1049 | 3.53 | 160.92 | -0.14% | |
CBRE A | US12504L1098 | 3.46 | 124.99 | +1.00% | |
AerCap Holdings NV | NL0000687663 | 3.45 | 93.06 | -0.61% | |
Citigroup | US1729674242 | 3.37 | 62.03 | +0.36% | |
JPMorgan | US46625H1005 | 3.17 | 207.29 | +0.12% | |
NextEra Energy | US65339F1012 | 3.11 | 85.43 | +0.19% | |
General Motors | US37045V1008 | 3.10 | 44.82 | -0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Wells Fargo Special Mid Cap Value I | 8.5B | 15.32 | 8.81 | 9.67 | ||
Wells Fargo Municipal Bond Inst | 4.49B | 2.25 | -0.26 | 2.70 | ||
Wells Fargo Special Mid Cap Value R | 3.79B | 15.41 | 8.92 | 9.77 | ||
Wells Fargo Emerging Markets Equit | 3.42B | 6.01 | -6.19 | 2.06 | ||
Wells Fargo Growth A | 2.76B | 21.54 | -1.21 | 12.09 |
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