Support PenkeVest Financial
Portfolio
Holdings
| Symbol | Name | Country | Sector | Industry | Most recent quarter | % of Total Shares | % of Total Assets | Shares | Book Value | Market Price Value | Fundamental Score | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AOS.NYSE | Smith AO Corporation | USA | Industrials | Specialty Industrial Machinery | 2024-09-30 | 0.428 | 1.074 | 620.2k | $8.1m | $40.6m |
| |||||||||||||
| BEN.NYSE | Franklin Resources Inc | USA | Financial Services | Asset Management | 2024-09-30 | 0.423 | 0.86 | 2.2m | $61.5m | $45.5m |
|
Trades
Comments
How you think about this?