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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.920 | 4.560 | 1.640 |
Stocks | 32.130 | 32.130 | 0.000 |
Bonds | 45.680 | 45.850 | 0.170 |
Preferred | 0.380 | 0.380 | 0.000 |
Other | 18.890 | 18.890 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.477 | 15.367 |
Price to Book | 2.059 | 2.444 |
Price to Sales | 1.735 | 1.758 |
Price to Cash Flow | 9.031 | 10.332 |
Dividend Yield | 2.433 | 2.778 |
5 Years Earnings Growth | 10.861 | 10.300 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.500 | 16.493 |
Technology | 16.170 | 21.942 |
Consumer Cyclical | 14.000 | 9.384 |
Consumer Defensive | 13.530 | 8.367 |
Healthcare | 12.910 | 13.277 |
Industrials | 10.940 | 10.481 |
Energy | 5.810 | 4.416 |
Basic Materials | 4.690 | 5.231 |
Communication Services | 2.620 | 6.914 |
Utilities | 1.650 | 4.856 |
Real Estate | 1.180 | 4.654 |
Number of long holdings: 4
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Butterfield Select Fixed Income | - | 48.44 | - | - | |
Butterfield Select Equity | - | 36.33 | - | - | |
Butterfield Select Alternative | - | 15.28 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Butterfield Select Equity | 85.07M | 18.98 | 4.23 | 7.59 | ||
Butterfield Bermuda A | 14.65M | 9.94 | 4.55 | 8.71 |
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