
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.260 | 3.260 | 0.000 |
Stocks | 96.740 | 96.740 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.521 | 15.493 |
Price to Book | 2.211 | 2.470 |
Price to Sales | 1.679 | 1.700 |
Price to Cash Flow | 9.074 | 10.568 |
Dividend Yield | 2.783 | 2.537 |
5 Years Earnings Growth | 7.693 | 9.100 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.950 | 21.250 |
Healthcare | 18.200 | 15.010 |
Industrials | 11.480 | 11.898 |
Technology | 7.930 | 12.903 |
Consumer Cyclical | 7.640 | 6.839 |
Energy | 7.410 | 7.590 |
Communication Services | 7.240 | 5.577 |
Basic Materials | 5.050 | 3.446 |
Consumer Defensive | 4.720 | 8.194 |
Utilities | 2.400 | 5.341 |
Number of long holdings: 54
Number of short holdings: 24
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AT&T | US00206R1023 | 4.73 | 26.05 | -0.37% | |
Cisco | US17275R1023 | 4.34 | 64.55 | -0.19% | |
Medtronic | IE00BTN1Y115 | 3.91 | 88.59 | +0.74% | |
L3Harris Technologies | US5024311095 | 3.29 | 198.94 | +0.86% | |
Bank of America | US0605051046 | 2.82 | 45.39 | +0.20% | |
JPMorgan | US46625H1005 | 2.72 | 268.14 | +0.50% | |
Aon | IE00BLP1HW54 | 2.69 | 390.48 | -0.66% | |
U.S. Bancorp | US9029733048 | 2.68 | 46.75 | -0.02% | |
Kenvue | US49177J1025 | 2.66 | 22.41 | +0.07% | |
Hubbell | US4435106079 | 2.61 | 387.92 | -0.39% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
BNY Mellon Municipal Opportunities | 2.09B | 0.31 | 1.01 | 2.68 | ||
BNY Mellon Natl Interm Muni Bd M | 1.62B | 0.64 | 0.83 | 1.85 | ||
BNY Mellon Mid Cap Multi-Strategy M | 804.75M | 4.67 | 7.06 | 10.07 | ||
BNY Mellon Asset Allocation M | 436.68M | 2.62 | 5.54 | 7.49 | ||
BNY Mellon Natl Short Term Muni Bd | 342.35M | 0.54 | 1.76 | 1.14 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review