
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 98.10 | 98.10 | 0.00 |
Other | 1.90 | 1.90 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.12 | 15.70 |
Price to Book | 2.16 | 2.50 |
Price to Sales | 1.52 | 1.71 |
Price to Cash Flow | 10.33 | 10.58 |
Dividend Yield | 2.03 | 2.51 |
5 Years Earnings Growth | 9.17 | 9.24 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.01 | 21.43 |
Healthcare | 17.08 | 15.15 |
Industrials | 12.03 | 11.87 |
Technology | 7.55 | 12.86 |
Consumer Defensive | 6.85 | 8.18 |
Energy | 6.32 | 7.55 |
Utilities | 6.24 | 5.22 |
Consumer Cyclical | 4.31 | 6.80 |
Communication Services | 4.31 | 5.64 |
Basic Materials | 4.05 | 3.43 |
Real Estate | 3.26 | 3.47 |
Number of long holdings: 80
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Bank of America | US0605051046 | 3.20 | 35.56 | +3.40% | |
Berkshire Hathaway B | US0846707026 | 2.88 | 491.99 | -0.31% | |
KKR & Co | US48251W1045 | 2.63 | 97.93 | +5.54% | |
Willis Towers Watson | IE00BDB6Q211 | 2.46 | 303.24 | -1.80% | |
Dell Tech | US24703L2025 | 2.39 | 74.69 | +4.27% | |
Exxon Mobil | US30231G1022 | 2.38 | 102.99 | -1.29% | |
AstraZeneca | GB0009895292 | 2.38 | 10,056.0 | -6.96% | |
Coca-Cola | US1912161007 | 2.34 | 68.68 | -1.79% | |
JPMorgan | US46625H1005 | 2.30 | 215.14 | +2.31% | |
Citizens Financial Group Inc | US1746101054 | 2.30 | 34.73 | +1.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Federated Strategic Value Dividend | 5.06B | 7.96 | 8.07 | 7.63 | ||
Federated Kaufmann R | 3.01B | -1.08 | 3.26 | 8.17 | ||
Federated Kaufmann Small Cap Instl | 1.57B | -2.02 | 0.68 | - | ||
Federated Strategic Value DividendA | 1.6B | 7.97 | 7.86 | 7.37 | ||
Federated Kaufmann A | 920.32M | -1.09 | 3.27 | 8.17 |
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