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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.070 | 2.450 | 0.380 |
Stocks | 97.870 | 97.870 | 0.000 |
Bonds | 0.050 | 0.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.700 | 14.475 |
Price to Book | 2.378 | 2.204 |
Price to Sales | 1.009 | 1.278 |
Price to Cash Flow | 10.684 | 9.384 |
Dividend Yield | 1.698 | 2.430 |
5 Years Earnings Growth | 17.097 | 11.113 |
Name | Net % | Category Average |
---|---|---|
Industrials | 18.170 | 10.023 |
Healthcare | 14.310 | 17.442 |
Financial Services | 13.770 | 19.352 |
Communication Services | 13.290 | 7.341 |
Consumer Defensive | 12.420 | 9.274 |
Technology | 10.250 | 14.565 |
Energy | 8.120 | 8.701 |
Utilities | 3.570 | 4.079 |
Basic Materials | 3.320 | 3.621 |
Real Estate | 1.520 | 2.010 |
Consumer Cyclical | 1.250 | 7.793 |
Number of long holdings: 198
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 5.27 | 150.92 | -4.02% | |
Wells Fargo&Co | US9497461015 | 4.52 | 54.00 | -5.03% | |
FedEx | US31428X1063 | 4.30 | 283.04 | -0.80% | |
Elevance Health | US0367521038 | 4.08 | 541.91 | -0.46% | |
McKesson | US58155Q1031 | 3.91 | 504.17 | -2.06% | |
Berkshire Hathaway B | US0846707026 | 3.85 | 459.42 | -1.18% | |
Salesforce Inc | US79466L3024 | 3.30 | 243.97 | -0.87% | |
Baker Hughes | US05722G1004 | 3.28 | 33.94 | -0.50% | |
Norfolk Southern | US6558441084 | 3.08 | 250.01 | -1.09% | |
Bunge | CH1300646267 | 3.08 | 98.44 | -0.30% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1499161997 | 51.13M | - | - | - | ||
Fidelity Asia Focus W Acc GBP | 28.7M | -3.40 | 9.30 | 8.61 | ||
Fidelity Asia Focus ADist GBP | 2.12M | 1.41 | -4.56 | 6.17 | ||
Fidelity AmericaFund W Acc GBP | 38.13M | 2.71 | 10.47 | 13.09 | ||
Fidelity India Focus YDist GBP | 390.83M | 12.93 | 7.33 | 12.23 |
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