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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.990 | 1.990 | 0.000 |
Stocks | 98.010 | 98.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.782 | 15.554 |
Price to Book | 2.086 | 2.425 |
Price to Sales | 1.058 | 1.646 |
Price to Cash Flow | 10.355 | 10.249 |
Dividend Yield | 2.333 | 2.599 |
5 Years Earnings Growth | 9.977 | 9.615 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.260 | 20.409 |
Healthcare | 15.690 | 15.361 |
Industrials | 10.640 | 11.723 |
Technology | 10.300 | 12.737 |
Consumer Defensive | 9.690 | 8.592 |
Real Estate | 8.880 | 3.731 |
Consumer Cyclical | 8.580 | 6.440 |
Energy | 7.950 | 8.349 |
Utilities | 4.320 | 5.196 |
Basic Materials | 2.510 | 3.777 |
Communication Services | 2.180 | 5.441 |
Number of long holdings: 107
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 3.44 | 124.83 | +1.84% | |
Chevron | US1667641005 | 3.29 | 150.74 | -0.34% | |
Berkshire Hathaway B | US0846707026 | 3.19 | 461.97 | +1.99% | |
CVS Health Corp | US1266501006 | 2.62 | 64.59 | +2.65% | |
Citigroup | US1729674242 | 2.54 | 62.64 | +2.17% | |
Bank of America | US0605051046 | 2.37 | 40.11 | +2.19% | |
UnitedHealth | US91324P1021 | 2.29 | 591.20 | -0.26% | |
Truist Financial Corp | US89832Q1094 | 2.27 | 42.39 | +2.17% | |
AbbVie | US00287Y1091 | 2.21 | 194.29 | -0.59% | |
Bristol-Myers Squibb | US1101221083 | 2.03 | 53.96 | +0.67% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
AXA 500 Managed Volatility Portfoli | 8.39B | 19.00 | 8.19 | 11.93 | ||
EQ/Equity 500 Index Portfolio Clasb | 6.72B | 19.07 | 8.78 | 12.32 | ||
AXA Aggressive Strategy Portfolio C | 5.59B | 12.98 | 3.70 | 7.67 | ||
AXA Growth Strategy Fund Class IB | 4.85B | 11.65 | 3.02 | 6.82 | ||
AXA Large Cap Growth Managed Vol IB | 4.61B | 19.24 | 5.95 | 13.54 |
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