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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 11.650 | 13.180 | 1.530 |
Stocks | 55.070 | 55.340 | 0.270 |
Bonds | 30.940 | 31.450 | 0.510 |
Convertible | 1.400 | 1.400 | 0.000 |
Preferred | 0.560 | 0.560 | 0.000 |
Other | 0.380 | 0.580 | 0.200 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.857 | 18.174 |
Price to Book | 2.057 | 2.122 |
Price to Sales | 1.598 | 2.211 |
Price to Cash Flow | 7.883 | 10.663 |
Dividend Yield | 3.312 | 2.755 |
5 Years Earnings Growth | 10.763 | 10.277 |
Name | Net % | Category Average |
---|---|---|
Technology | 14.320 | 17.043 |
Industrials | 10.620 | 13.011 |
Financial Services | 10.540 | 12.418 |
Healthcare | 10.330 | 14.007 |
Real Estate | 9.770 | 7.592 |
Utilities | 9.770 | 7.272 |
Communication Services | 9.150 | 7.382 |
Basic Materials | 7.560 | 5.260 |
Consumer Cyclical | 6.770 | 8.207 |
Energy | 5.800 | 2.767 |
Consumer Defensive | 5.370 | 5.041 |
Number of long holdings: 721
Number of short holdings: 147
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 1.87 | 388.49 | -2.14% | |
Contact Energy Ltd | NZCENE0001S6 | 1.81 | 7.71 | -8.76% | |
Shell | GB00BP6MXD84 | 1.39 | 31.14 | -3.90% | |
CRH | IE0001827041 | 1.38 | 7,636.0 | -5.03% | |
Infratil | NZIFTE0003S3 | 1.31 | 9.26 | -2.32% | |
Coca-Cola European | GB00BDCPN049 | 1.17 | 86.92 | +0.77% | |
Telstra Group | AU000000TLS2 | 1.06 | 4.200 | -0.47% | |
Amazon.com | US0231351067 | 1.02 | 205.02 | -3.42% | |
NatWest Group | GB00BM8PJY71 | 1.01 | 464.80 | -3.23% | |
Spark New Zealand | NZTELE0001S4 | 0.97 | 2.06 | +0.49% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Milford Diversified Income | 2.85B | 0.81 | 5.16 | 7.01 | ||
Milford Balanced | 2.08B | 1.91 | 6.35 | 8.14 | ||
Milford Dynamic Fund | 777.56M | 4.13 | 8.50 | 12.02 |
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