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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.42 | 0.49 | 0.07 |
Stocks | 99.44 | 99.44 | 0.00 |
Other | 0.15 | 0.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.82 | 27.99 |
Price to Book | 6.62 | 6.63 |
Price to Sales | 5.12 | 4.18 |
Price to Cash Flow | 20.83 | 18.41 |
Dividend Yield | 0.86 | 0.71 |
5 Years Earnings Growth | 13.64 | 14.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 36.63 | 38.66 |
Healthcare | 17.54 | 12.77 |
Industrials | 16.10 | 7.24 |
Financial Services | 8.57 | 9.28 |
Consumer Cyclical | 7.31 | 14.13 |
Communication Services | 4.40 | 11.18 |
Basic Materials | 4.13 | 1.91 |
Consumer Defensive | 3.65 | 3.79 |
Utilities | 1.36 | 1.03 |
Real Estate | 0.32 | 1.68 |
Number of long holdings: 106
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.04 | 415.13 | +0.23% | |
NVIDIA | US67066G1040 | 5.30 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 4.41 | 176.44 | -1.60% | |
Eli Lilly | US5324571083 | 3.30 | 820.34 | +0.65% | |
Apple | US0378331005 | 3.10 | 192.25 | +0.54% | |
Intuit | US4612021034 | 2.47 | 576.44 | +2.39% | |
ServiceNow Inc | US81762P1021 | 2.44 | 656.92 | +2.12% | |
Mastercard | US57636Q1040 | 2.42 | 447.07 | +1.12% | |
Alphabet C | US02079K1079 | 2.19 | 173.96 | +0.21% | |
Intuitive Surgical | US46120E6023 | 1.92 | 402.12 | -0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Income A | 29.94B | 0.61 | 3.53 | 4.62 | ||
Templeton Growth R | 54.22M | 3.29 | 2.29 | 2.92 | ||
Templeton Growth R6 | 293.87M | 3.47 | 2.85 | 3.52 | ||
Templeton Growth A | 8.21B | 3.37 | 2.55 | 3.18 | ||
Templeton Growth Adv | 189.43M | 3.43 | 2.79 | 3.44 |
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