Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.74 | 5.18 | 3.44 |
Stocks | 59.91 | 59.91 | 0.00 |
Bonds | 38.35 | 38.35 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.55 | 14.96 |
Price to Book | 3.18 | 2.08 |
Price to Sales | 3.05 | 1.54 |
Price to Cash Flow | 18.61 | 9.18 |
Dividend Yield | 1.64 | 3.10 |
5 Years Earnings Growth | 9.79 | 10.49 |
Name | Net % | Category Average |
---|---|---|
Industrials | 28.42 | 12.42 |
Technology | 20.11 | 16.32 |
Financial Services | 16.28 | 16.95 |
Healthcare | 15.81 | 10.85 |
Consumer Cyclical | 7.45 | 10.29 |
Basic Materials | 5.98 | 5.77 |
Utilities | 2.58 | 3.41 |
Consumer Defensive | 1.97 | 7.99 |
Communication Services | 1.39 | 6.44 |
Number of long holdings: 367
Number of short holdings: 46
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 2.04 | - | - | |
Schneider Electric | FR0000121972 | 2.03 | 234.00 | +1.85% | |
Visa Inc Class A | - | 1.97 | - | - | |
London Stock Exchange | GB00B0SWJX34 | 1.96 | 9,128.0 | -0.37% | |
Compass | GB00BD6K4575 | 1.93 | 2,308.00 | +1.14% | |
Thermo Fisher Scientific Inc | - | 1.91 | - | - | |
Ferguson | JE00BJVNSS43 | 1.90 | 17,685.0 | +0.03% | |
AstraZeneca | GB0009895292 | 1.89 | 12,370.0 | +0.31% | |
Standard Chartered | GB0004082847 | 1.87 | 775.00 | +2.68% | |
Sage | GB00B8C3BL03 | 1.83 | 1,198.00 | -0.66% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.6B | 4.32 | 4.16 | 7.99 | ||
Diversified Trust D Acc | 3.6B | 1.14 | 3.64 | 7.61 | ||
Leaders Trust Class C Acc | 3.36B | 5.21 | 8.08 | 9.28 | ||
Leaders Trust Class C Inc | 3.36B | 5.25 | 8.09 | 9.30 | ||
Leaders Trust Class A Inc | 3.36B | 1.27 | 7.45 | 7.67 |
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