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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.08 | 4.08 | 0.00 |
Stocks | 94.58 | 94.58 | 0.00 |
Other | 1.33 | 1.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.54 | 11.98 |
Price to Book | 1.52 | 1.44 |
Price to Sales | 1.87 | 2.24 |
Price to Cash Flow | 12.90 | 56.22 |
Dividend Yield | 2.54 | 2.84 |
5 Years Earnings Growth | 12.30 | 11.13 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 96.53 | 93.96 |
Technology | 1.81 | 7.30 |
Industrials | 1.48 | 3.74 |
Communication Services | 0.18 | 1.36 |
Number of long holdings: 83
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 4.59 | - | - | |
Bank of America | US0605051046 | 4.53 | 39.00 | -0.97% | |
Chubb | CH0044328745 | 4.51 | 260.01 | -1.25% | |
Citigroup Inc | - | 4.35 | - | - | |
Charles Schwab Corp | - | 3.58 | - | - | |
The Hartford Financial Services Group Inc | - | 3.27 | - | - | |
Capital One Financial Corp | - | 3.22 | - | - | |
JPMorgan Chase & Co | - | 3.13 | - | - | |
Marsh & McLennan Companies Inc | - | 2.62 | - | - | |
Ameriprise Financial Inc | - | 2.28 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 33.65B | 4.90 | 6.06 | 10.42 | ||
T. Rowe Price Blue Chip Growth | 32.31B | 17.02 | 5.95 | 14.08 | ||
T. Rowe Price Blue Chip Growth I | 29.12B | 17.08 | 6.09 | - | ||
T. Rowe Price Capital AppreciationI | 27.16B | 4.96 | 6.19 | - | ||
T. Rowe Price Instl Large Cap Growt | 22.15B | 14.17 | 6.81 | 15.36 |
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