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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.57 | 100.57 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.69 | 16.93 |
Price to Book | 3.40 | 2.76 |
Price to Sales | 2.47 | 1.89 |
Price to Cash Flow | 12.73 | 11.38 |
Dividend Yield | 1.25 | 2.27 |
5 Years Earnings Growth | 14.01 | 10.87 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.99 | 20.38 |
Healthcare | 17.72 | 13.19 |
Communication Services | 14.15 | 7.80 |
Consumer Cyclical | 13.82 | 10.20 |
Industrials | 12.17 | 12.15 |
Financial Services | 9.55 | 15.54 |
Energy | 5.98 | 4.88 |
Basic Materials | 2.26 | 4.50 |
Consumer Defensive | 1.36 | 8.98 |
Number of long holdings: 36
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Blacklined Positions | - | 11.21 | - | - | |
Amazon.com | US0231351067 | 6.81 | 176.44 | -1.60% | |
Alphabet A | US02079K3059 | 5.83 | 172.50 | +0.23% | |
Microsoft | US5949181045 | 5.08 | 415.13 | +0.23% | |
Rolls-Royce Holdings | GB00B63H8491 | 4.60 | 453.40 | +0.53% | |
UnitedHealth | US91324P1021 | 4.22 | 495.37 | +2.85% | |
Thermo Fisher Scientific | US8835561023 | 3.80 | 567.98 | +0.93% | |
Taiwan Semicon | TW0002330008 | 3.61 | 821.00 | -2.03% | |
Micron | US5951121038 | 3.60 | 125.00 | -1.01% | |
Meta Platforms | US30303M1027 | 3.58 | 466.83 | +0.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 30.16B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth Adv | 191.18M | 3.43 | 2.79 | 3.44 | ||
Templeton Growth R | 54.71M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 296.78M | 3.47 | 2.85 | 3.52 | ||
Templeton Growth A | 8.29B | 3.37 | 2.55 | 3.18 |
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