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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.56 | 0.56 | 0.00 |
Stocks | 96.67 | 96.67 | 0.00 |
Bonds | 2.77 | 2.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.96 | 13.47 |
Price to Book | 1.69 | 1.98 |
Price to Sales | 1.06 | 1.28 |
Price to Cash Flow | 7.94 | 8.48 |
Dividend Yield | 2.71 | 3.11 |
5 Years Earnings Growth | 8.38 | 9.47 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 19.27 | 14.26 |
Financial Services | 17.94 | 18.77 |
Industrials | 15.44 | 12.60 |
Consumer Defensive | 10.78 | 10.96 |
Energy | 9.13 | 6.78 |
Consumer Cyclical | 8.04 | 8.64 |
Communication Services | 7.93 | 8.02 |
Technology | 6.52 | 12.43 |
Basic Materials | 3.13 | 5.25 |
Real Estate | 1.82 | 3.96 |
Number of long holdings: 71
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.56 | 32.96 | +0.12% | |
CVS Health Corp | - | 2.28 | - | - | |
Medtronic | IE00BTN1Y115 | 2.22 | 84.80 | +0.34% | |
Global Payments Inc | - | 2.20 | - | - | |
BNP Paribas | FR0000131104 | 2.15 | 67.31 | -1.45% | |
Deutsche Telekom AG | DE0005557508 | 2.15 | 22.155 | -0.25% | |
Everest Group Ltd | - | 2.14 | - | - | |
Seven & i Holdings | JP3422950000 | 2.11 | 2,040.0 | +0.15% | |
General Motors Co | - | 2.10 | - | - | |
Johnson Controls | IE00BY7QL619 | 2.09 | 71.41 | +1.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.4B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth Adv | 192.45M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 55.27M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 299.73M | 3.47 | 2.85 | 3.52 | ||
Templeton Growth A | 8.38B | 3.37 | 2.55 | 3.18 |
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