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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.08 | 3.08 | 0.00 |
Stocks | 96.92 | 96.92 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.98 | 15.20 |
Price to Book | 2.62 | 2.39 |
Price to Sales | 1.26 | 1.62 |
Price to Cash Flow | 11.50 | 10.10 |
Dividend Yield | 2.00 | 2.63 |
5 Years Earnings Growth | 9.21 | 9.55 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.20 | 20.59 |
Healthcare | 18.39 | 15.15 |
Industrials | 17.90 | 11.93 |
Technology | 11.61 | 12.39 |
Energy | 8.97 | 8.57 |
Consumer Defensive | 6.47 | 8.54 |
Consumer Cyclical | 6.07 | 6.40 |
Communication Services | 5.47 | 5.44 |
Basic Materials | 3.88 | 3.91 |
Real Estate | 2.04 | 3.56 |
Number of long holdings: 71
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.06 | 205.45 | +1.58% | |
Wells Fargo&Co | US9497461015 | 3.80 | 60.59 | +2.02% | |
Berkshire Hathaway B | US0846707026 | 3.45 | 405.19 | -0.40% | |
Elevance Health | US0367521038 | 3.42 | 534.55 | -1.35% | |
Walmart | US9311421039 | 3.23 | 67.48 | -0.34% | |
Qualcomm | US7475251036 | 3.17 | 200.03 | +0.43% | |
Regeneron Pharma | US75886F1075 | 3.08 | 1,057.02 | +0.57% | |
Philip Morris | US7181721090 | 3.04 | 101.25 | -0.08% | |
Cencora Inc | US03073E1055 | 3.01 | 223.53 | -0.79% | |
Fiserv | US3377381088 | 2.74 | 147.14 | -1.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AB Large Cap Growth Advisor | 14.84B | 14.02 | 8.97 | 15.77 | ||
AB International Strat Eqs Adv | 6.7B | 14.38 | 2.68 | - | ||
AB Large Cap Growth Z | 6.75B | 14.05 | 9.05 | - | ||
AB Intermediate Diversified Muni A | 4.9B | -0.43 | -0.51 | 1.41 | ||
AB Intermediate Diversified Muni Ad | 4.9B | -0.32 | -0.26 | - |
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