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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.61 | 3.61 | 0.00 |
Stocks | 96.39 | 96.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.62 | 13.40 |
Price to Book | 1.52 | 1.96 |
Price to Sales | 0.89 | 1.28 |
Price to Cash Flow | 6.24 | 8.43 |
Dividend Yield | 3.28 | 3.14 |
5 Years Earnings Growth | 10.30 | 9.53 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 32.24 | 18.82 |
Consumer Cyclical | 14.84 | 8.62 |
Healthcare | 13.60 | 14.26 |
Communication Services | 12.28 | 7.95 |
Technology | 10.47 | 12.41 |
Industrials | 8.58 | 12.55 |
Consumer Defensive | 3.48 | 11.00 |
Energy | 2.53 | 6.84 |
Basic Materials | 1.97 | 5.26 |
Number of long holdings: 50
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lloyds Banking | GB0008706128 | 4.51 | 54.22 | -1.06% | |
Mercedes Benz Group | DE0007100000 | 4.13 | 65.520 | +0.63% | |
CNH Industrial NV | NL0010545661 | 3.86 | 10.11 | -1.94% | |
Alphabet Inc Class A | - | 3.30 | - | - | |
General Motors Co | - | 3.16 | - | - | |
Bayer | DE000BAY0017 | 3.13 | 27.48 | -2.19% | |
IQVIA Holdings Inc | - | 3.13 | - | - | |
Prudential | GB0007099541 | 3.11 | 720.80 | -1.48% | |
Julius Baer | CH0102484968 | 3.11 | 51.28 | -0.08% | |
Bank of America | US0605051046 | 3.10 | 39.67 | -0.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Oakmark Investor | 9.5B | 6.34 | 8.67 | 11.49 | ||
Oakmark International Institutional | 8.65B | 1.08 | -1.76 | - | ||
Oakmark Institutional | 6.65B | 6.44 | 8.91 | - | ||
Oakmark International Investor | 5.31B | 0.97 | -2.00 | 3.13 | ||
Oakmark Equity And Income Investor | 4.37B | 3.01 | 2.72 | 6.66 |
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