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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.17 | 100.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.73 | 12.64 |
Price to Book | 1.45 | 1.79 |
Price to Sales | 0.80 | 1.13 |
Price to Cash Flow | 6.54 | 7.51 |
Dividend Yield | 4.02 | 3.09 |
5 Years Earnings Growth | 7.70 | 10.13 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.49 | 17.61 |
Industrials | 12.66 | 11.60 |
Healthcare | 11.95 | 15.43 |
Technology | 10.01 | 14.98 |
Consumer Cyclical | 8.47 | 10.36 |
Consumer Defensive | 8.41 | 9.56 |
Communication Services | 6.23 | 8.62 |
Energy | 6.07 | 6.27 |
Utilities | 4.64 | 4.62 |
Basic Materials | 3.08 | 5.59 |
Number of long holdings: 121
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.56 | 408.46 | -0.47% | |
JPMorgan | US46625H1005 | 2.00 | 219.78 | -1.42% | |
Meta Platforms | US30303M1027 | 1.95 | 560.68 | -1.14% | |
BAE Systems | GB0002634946 | 1.78 | 1,244.50 | -1.93% | |
Amazon.com | US0231351067 | 1.74 | 195.78 | -1.09% | |
Merck&Co | US58933Y1055 | 1.65 | 101.87 | -0.01% | |
PICC Property & Casualty | CNE100000593 | 1.63 | 12.06 | +0.67% | |
Hartford | US4165151048 | 1.51 | 111.16 | +0.97% | |
Itochu Corp. | JP3143600009 | 1.50 | 7,552.0 | -1.32% | |
Cencora Inc | US03073E1055 | 1.48 | 233.89 | -0.16% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B2PLJH12 | 2.04B | 12.38 | 8.81 | 7.01 | ||
Artemis UK Select Fund I Acc | 1.54B | 19.65 | 8.43 | 9.31 | ||
Artemis Global Income Fund I Acc | 829.67M | 19.87 | 11.42 | 9.68 | ||
Artemis Global Income Fund I Inc | 633M | 19.87 | 11.42 | 9.68 | ||
GB00BW9HL249 | 146.23M | 13.99 | 5.84 | - |
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