
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.710 | 1.710 | 0.000 |
Stocks | 98.290 | 98.290 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.760 | 21.974 |
Price to Book | 2.590 | 4.410 |
Price to Sales | 1.995 | 2.829 |
Price to Cash Flow | 11.214 | 14.417 |
Dividend Yield | 2.761 | 1.497 |
5 Years Earnings Growth | 8.730 | 11.249 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.040 | 17.210 |
Healthcare | 16.220 | 13.627 |
Technology | 10.210 | 25.805 |
Industrials | 9.940 | 8.627 |
Consumer Defensive | 8.140 | 6.579 |
Energy | 8.110 | 3.573 |
Utilities | 7.100 | 3.429 |
Consumer Cyclical | 6.190 | 11.129 |
Communication Services | 4.530 | 9.094 |
Real Estate | 4.380 | 2.118 |
Basic Materials | 1.130 | 2.410 |
Number of long holdings: 67
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.54 | 245.81 | +0.88% | |
UnitedHealth | US91324P1021 | 3.06 | 523.20 | +0.02% | |
Bank of America | US0605051046 | 2.96 | 41.83 | +0.81% | |
Wells Fargo&Co | US9497461015 | 2.82 | 72.26 | +1.33% | |
Marsh McLennan | US5717481023 | 2.53 | 243.64 | -0.15% | |
Gilead | US3755581036 | 2.48 | 111.90 | +0.56% | |
Unilever ADR | US9047677045 | 2.47 | 59.86 | +0.49% | |
Morgan Stanley | US6174464486 | 2.02 | 119.22 | +3.01% | |
AIG | US0268747849 | 1.98 | 87.72 | +1.05% | |
Williams | US9694571004 | 1.95 | 61.58 | +1.67% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Canadian Equity A | 2.74B | 3.10 | 7.95 | - | ||
Canadian Equity C | 2.74B | 3.10 | 8.01 | - | ||
Canadian Equity F | 2.74B | 3.27 | 9.29 | - | ||
American Equity Growth F | 2.47B | -0.98 | 15.04 | 14.79 | ||
American Equity Growth | 2.47B | -1.16 | 13.67 | 13.36 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review