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The New Floco Inc (0P00002AG9)

London

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51.07 +1.47 +2.96%

15/11 - Delayed Data. Currency in GBP

Type: Fund

Market: United Kingdom

Issuer: Waverton Investment Management Ltd. (Capita)

ISIN: GB00B2Q89J35

Asset Class: Equity

Morningstar Rating:
Total Assets: 112.48M

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0P00002AG9 Holdings

Comprehensive information about top holdings and Key Holding Information for the The New Floco Inc (0P00002AG9) fund. Our The New Floco Inc portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.22	2.43	0.21
Stocks	88.16	88.16	0.00
Bonds	0.22	0.22	0.00
Preferred	1.94	1.94	0.00
Other	7.46	7.46	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	16.16	16.48
Price to Book	2.57	2.43
Price to Sales	1.53	1.87
Price to Cash Flow	10.16	10.81
Dividend Yield	2.21	2.51
5 Years Earnings Growth	9.99	10.90

Sector Allocation

Name	Net %	Category Average
Technology	18.60	18.77
Financial Services	17.70	17.07
Industrials	13.75	13.02
Healthcare	12.46	11.90
Consumer Defensive	11.59	7.34
Consumer Cyclical	11.46	10.55
Communication Services	7.88	6.49
Basic Materials	3.23	5.51
Energy	1.92	3.97
Utilities	0.80	4.42
Real Estate	0.62	3.74

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 18

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
BlackRock GlbUncons Eq Fd (UK) Z GBPAcc	GB00BFK3MN00	10.38	-	-
MI Metropolis Value S Acc	GB00BYQPY596	10.23	-	-
Brown Advisory Global Leaders C USD Acc	IE00BVVHP670	10.12	-	-
Ranmore Global Equity Institutional GBP	IE000WSZ17Z4	10.05	-	-
IFSL Evenlode Global Equity F GBP Acc	GB00BMFX1P94	10.01	-	-
Latitude Global I GBP Inc	IE00BMT7RL59	9.82	-	-
Fundsmith Equity I Inc	GB00B4MR8G82	9.64	6.58	+0.52%
Artisan Global Opportunities Fund Class I Sterling	IE00B56HBX94	5.74	39.110	+0.13%
Redwheel Global Emerging Mkts B GBP Inc	LU1694764629	4.52	-	-
GMO Climate Change Investment C GBP Dis	IE00BNYKFV22	4.33	-	-

Top Equity Funds by Waverton Investment Management Ltd. (Link)

Name	Total Assets	YTD%	3Y%	10Y%
CF Davids	33.07M	6.05	4.42	6.38
OHP Fund	15.29M	12.65	8.74	9.61
The New Jaguar Inc	10.1M	12.95	8.92	10.46

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Recent Quotes

	Name	Price	Chg.	Chg. %
	The New Floco Inc	51.07	+1.47	+2.96%