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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.59 | 0.61 | 0.02 |
Stocks | 96.59 | 96.59 | 0.00 |
Bonds | 2.82 | 2.82 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.49 | 13.40 |
Price to Book | 1.57 | 1.96 |
Price to Sales | 1.08 | 1.28 |
Price to Cash Flow | 7.56 | 8.43 |
Dividend Yield | 2.86 | 3.14 |
5 Years Earnings Growth | 9.28 | 9.53 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.53 | 18.82 |
Healthcare | 18.82 | 14.26 |
Industrials | 15.01 | 12.55 |
Consumer Defensive | 10.31 | 11.00 |
Energy | 8.97 | 6.84 |
Consumer Cyclical | 8.06 | 8.62 |
Communication Services | 7.06 | 7.95 |
Technology | 6.24 | 12.41 |
Basic Materials | 3.29 | 5.26 |
Real Estate | 1.72 | 3.94 |
Number of long holdings: 84
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 2.77 | 33.21 | +0.70% | |
BNP Paribas | FR0000131104 | 2.35 | 67.70 | -0.13% | |
Global Payments | US37940X1028 | 2.15 | 101.85 | +1.27% | |
Everest | BMG3223R1088 | 2.15 | 390.88 | +0.60% | |
NN Group NV | NL0010773842 | 2.10 | 42.79 | +0.28% | |
AerCap Holdings NV | NL0000687663 | 2.09 | 92.69 | +0.90% | |
General Motors | US37045V1008 | 2.08 | 44.99 | +3.64% | |
BP | GB0007980591 | 2.07 | 488.15 | +0.60% | |
Medtronic | IE00BTN1Y115 | 2.06 | 81.37 | +0.96% | |
United Parcel Service | US9113121068 | 2.05 | 138.93 | +1.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.94B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth A | 8.21B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 189.43M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.22M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 293.87M | 3.47 | 2.85 | 3.52 |
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