Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.80 | 5.80 | 0.00 |
Stocks | 94.20 | 94.20 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.77 | 13.47 |
Price to Book | 1.62 | 1.98 |
Price to Sales | 1.22 | 1.28 |
Price to Cash Flow | 7.03 | 8.48 |
Dividend Yield | 2.67 | 3.11 |
5 Years Earnings Growth | 9.93 | 9.47 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.30 | 18.77 |
Healthcare | 17.22 | 14.26 |
Communication Services | 16.96 | 8.02 |
Consumer Cyclical | 10.78 | 8.64 |
Technology | 10.17 | 12.43 |
Consumer Defensive | 7.71 | 10.96 |
Industrials | 5.95 | 12.60 |
Energy | 4.91 | 6.78 |
Number of long holdings: 25
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet Inc Class A | - | 6.05 | - | - | |
CNH Industrial NV | NL0010545661 | 5.61 | 11.45 | -0.61% | |
Lloyds Banking | GB0008706128 | 5.59 | 55.52 | +0.91% | |
Fiserv Inc | - | 5.32 | - | - | |
Capital One Financial Corp | - | 5.10 | - | - | |
IQVIA Holdings Inc | - | 5.06 | - | - | |
Mercedes Benz Group | DE0007100000 | 4.97 | 68.060 | -0.38% | |
American International Group Inc | - | 4.82 | - | - | |
Charter Communications Inc Class A | - | 4.82 | - | - | |
Intercontinental Exchange Inc | - | 4.81 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 9.5B | 5.39 | 9.60 | 11.69 | ||
Oakmark International Institutional | 8.65B | -2.73 | -1.50 | - | ||
Oakmark Institutional | 6.65B | 5.48 | 9.86 | - | ||
Oakmark International Investor | 5.31B | -2.83 | -1.74 | 2.87 | ||
Oakmark Equity And Income Investor | 4.37B | 1.26 | 3.04 | 6.67 |
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