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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.14 | 2.19 | 0.05 |
Stocks | 97.87 | 97.87 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.88 | 20.22 |
Price to Book | 3.28 | 3.78 |
Price to Sales | 2.29 | 2.44 |
Price to Cash Flow | 12.14 | 13.79 |
Dividend Yield | 0.77 | 1.60 |
5 Years Earnings Growth | 11.89 | 11.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.14 | 27.55 |
Healthcare | 18.96 | 13.53 |
Communication Services | 12.08 | 8.23 |
Financial Services | 11.29 | 14.10 |
Consumer Cyclical | 11.03 | 10.03 |
Industrials | 4.84 | 9.80 |
Consumer Defensive | 2.50 | 6.36 |
Energy | 2.24 | 4.30 |
Real Estate | 1.98 | 2.36 |
Basic Materials | 1.94 | 2.65 |
Number of long holdings: 31
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 5.67 | 187.97 | -1.67% | |
Teva ADR | US8816242098 | 4.81 | 17.46 | -1.58% | |
Marvell | US5738741041 | 4.79 | 70.99 | -3.35% | |
Alphabet C | US02079K1079 | 4.74 | 165.29 | +0.89% | |
The Charles Schwab | US8085131055 | 4.59 | 64.42 | +0.91% | |
Microsoft | US5949181045 | 4.18 | 428.02 | -0.76% | |
Visa A | US92826C8394 | 3.96 | 275.17 | +1.28% | |
UnitedHealth | US91324P1021 | 3.95 | 581.85 | +1.22% | |
Akamai | US00971T1016 | 3.86 | 101.57 | +1.46% | |
IQVIA Holdings | US46266C1053 | 3.83 | 234.79 | -0.61% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sterling Capital Equity Income Inst | 1.24B | 10.65 | 8.49 | 10.88 | ||
Sterling Capital Equity Income A | 462.94M | 10.44 | 8.21 | 10.60 | ||
Sterling Capital Stratton SmCp Val | 187.01M | 14.80 | 6.94 | 8.25 | ||
Sterling Capital NC Interm Tax-Free | 106.71M | 0.62 | -0.67 | 1.51 | ||
Sterling Capital Special Opps Inst | 88.78M | 1.05 | 8.23 | 10.99 |
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