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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.55 | 0.55 | 0.00 |
Stocks | 99.35 | 99.35 | 0.00 |
Bonds | 0.10 | 0.10 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.56 | 15.35 |
Price to Book | 2.12 | 2.42 |
Price to Sales | 1.55 | 1.63 |
Price to Cash Flow | 9.83 | 10.17 |
Dividend Yield | 2.18 | 2.60 |
5 Years Earnings Growth | 10.72 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 22.83 | 15.26 |
Financial Services | 22.20 | 20.55 |
Technology | 13.99 | 12.47 |
Industrials | 11.21 | 11.94 |
Communication Services | 11.04 | 5.48 |
Energy | 6.24 | 8.46 |
Consumer Cyclical | 4.82 | 6.48 |
Basic Materials | 3.75 | 3.93 |
Consumer Defensive | 1.97 | 8.43 |
Utilities | 1.31 | 5.00 |
Real Estate | 0.65 | 3.60 |
Number of long holdings: 81
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 4.30 | - | - | |
Charles Schwab Corp | - | 3.82 | - | - | |
Fiserv Inc | - | 3.39 | - | - | |
Occidental Petroleum Corp | - | 3.22 | - | - | |
The Cigna Group | - | 3.06 | - | - | |
MetLife Inc | - | 2.75 | - | - | |
RTX Corp | - | 2.71 | - | - | |
Sanofi SA ADR | - | 2.58 | - | - | |
Alphabet Inc Class C | - | 2.53 | - | - | |
Microsoft Corp | - | 2.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dodge & Cox International Stock | 39.53B | 1.75 | 4.02 | 3.76 | ||
Dodge & Cox Balanced | 11.87B | 2.04 | 4.02 | 7.91 | ||
Dodge & Cox Global Stock | 10.36B | 3.22 | 6.56 | 8.04 |
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