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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.08 | 4.08 | 0.00 |
Stocks | 94.58 | 94.58 | 0.00 |
Other | 1.33 | 1.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.54 | 12.08 |
Price to Book | 1.52 | 1.46 |
Price to Sales | 1.87 | 2.28 |
Price to Cash Flow | 12.90 | 74.68 |
Dividend Yield | 2.54 | 2.81 |
5 Years Earnings Growth | 12.30 | 10.81 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 96.53 | 93.90 |
Technology | 1.81 | 7.35 |
Industrials | 1.48 | 3.74 |
Communication Services | 0.18 | 1.43 |
Number of long holdings: 83
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo & Co | - | 4.59 | - | - | |
Bank of America | US0605051046 | 4.53 | 39.99 | +3.52% | |
Chubb | CH0044328745 | 4.51 | 270.82 | +2.14% | |
Citigroup Inc | - | 4.35 | - | - | |
Charles Schwab Corp | - | 3.58 | - | - | |
The Hartford Financial Services Group Inc | - | 3.27 | - | - | |
Capital One Financial Corp | - | 3.22 | - | - | |
JPMorgan Chase & Co | - | 3.13 | - | - | |
Marsh & McLennan Companies Inc | - | 2.62 | - | - | |
Ameriprise Financial Inc | - | 2.28 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
T. Rowe Price Capital Appreciation | 33.08B | 2.45 | 5.29 | 10.39 | ||
T. Rowe Price Blue Chip Growth | 30.79B | 9.56 | 3.08 | 13.83 | ||
T. Rowe Price Capital AppreciationI | 26.59B | 2.51 | 5.42 | - | ||
T. Rowe Price Blue Chip Growth I | 27.23B | 9.60 | 3.22 | - | ||
T. Rowe Price Instl Large Cap Growt | 21.04B | 8.22 | 4.37 | 15.25 |
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