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TQMVX

T. Rowe Price Integrated US LCV Eq
1W: -2.1% 1M: -7.1% 3M: -1.6% YTD: -1.6% 1Y: +6.8% 3Y: +46.3% 5Y: +55.0%
$19.20
+0.02 (+0.10%)
 
Weekly Expected Move ±1.9%
$18 $18 $19 $19 $19
ETF NASDAQ · AUM $78.4M
ETF-Level Metrics
AUM$78M
Holdings153
Top 10 Wt18.5%
Beta0.77
% Profitable94%
Coverage97%
Portfolio Valuation
P/E227.1
P/B44.4
P/S36.6
EV/EBITDA15.1
P/FCF313.2
PEG14.44
Profitability & Returns
Gross Margin43.9%
Net Margin16.1%
ROE20.8%
ROA4.6%
ROIC20.9%
Div Yield1.95%
Leverage & Liquidity
Debt/Equity0.74
Debt/Assets0.17
Net Debt/EBITDA-0.7x
Interest Cov3.3x
Current Ratio0.85
Quick Ratio0.82
Growth (YoY)
Revenue+5.4%
Net Income+8.9%
EPS+13.2%
FCF+24.9%
EBITDA+9.0%
Rev CAGR 3Y+7.8%
Quality Scores
Piotroski F6.7
Altman Z3.08
IS Quality68.8
IS Overall52.1
IS Value55.8
Median P/E20.8

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Financial Services 26 23.1% 9.8
Technology 23 17.3% 35.7
Healthcare 17 12.1% 26.0
Industrials 21 10.9% 25.2
Consumer Cyclical 11 7.9% 20.5
Consumer Defensive 13 7.1% 19.9
Energy 9 6.3% 23.1
Utilities 9 5.4% 27.5
Communication Services 6 3.5% 16.7
Real Estate 11 3.2% 58.6
Basic Materials 7 2.7% 24.6
Other 2 0.8%

Smart Money Overlap

23 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
JPM JPMorgan Chase & Co. 1.99% 4 Bullish 14 9 +0.2%
C Citigroup Inc. 1.53% 4 Bullish 35 9 -0.1%
SCHW The Charles Schwab Corporation 1.47% 4 Bullish 12 3 +1.5%
LHX L3Harris Technologies, Inc. 1.24% 4 Bullish 14 1 +0.6%
ABBV AbbVie Inc. 1.21% 4 Bullish 15 1 -4.0%
BK The Bank of New York Mellon Corporation 1.18% 4 Bullish 6 2 +2.8%
WMT Walmart Inc. 1.13% 4 Bullish 22 3 +1.2%
JNJ Johnson & Johnson 1.04% 4 Bullish 12 2 +0.4%
META Meta Platforms, Inc. 0.97% 4 Bullish 42 14 -3.2%
EXC Exelon Corporation 0.86% 4 Bullish 8 1 +0.6%
EOG EOG Resources, Inc. 0.85% 4 Bullish 21 1 +26.6%
CVS CVS Health Corporation 0.85% 4 Bullish 26 2 +2.3%
CSCO Cisco Systems, Inc. 0.82% 4 Bullish 5 6 +0.1%
T AT&T Inc. 0.69% 4 Bullish 28 5 -2.3%
STT State Street Corporation 0.67% 4 Bullish 1 1 +2.9%
SWK Stanley Black & Decker, Inc. 0.52% 4 Bullish 25 2 -4.1%
AME AMETEK, Inc. 0.51% 4 Bullish 17 1 +2.6%
DE Deere & Company 0.46% 4 Bullish 10 3 +22.9%
HD The Home Depot, Inc. 0.31% 4 Bullish 11 11 -3.3%
FCX Freeport-McMoRan Inc. 0.29% 4 Bullish 2 2 +0.2%
Showing 50 of 155 holdings · Page 1 of 4
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 ALPHABET INC CL A GOOGL.SW 3.16% $1.8M 7,435 27.0 $2.9T Technology
2 BERKSHIRE HATHAWAY INC-CL B BRK-B 2.16% $1.2M 2,459 15.4 $1.0T Financial Services
3 BANK OF AMERICA CORP BAC 2.16% $1.2M 23,925 11.9 $354.4B Financial Services
4 J.P. MORGAN CHASE & CO. JPM 1.99% $1.1M 3,614 14.4 $794.5B Financial Services
5 AMAZON.COM INC AMZN 1.72% $984,113 4,482 28.9 $2.3T Consumer Cyclical
6 LOWE S COS INC LOW 1.54% $880,590 3,504 19.4 $129.7B Consumer Cyclical
7 CITIGROUP INC C 1.53% $877,569 8,646 14.7 $201.6B Financial Services
8 SCHWAB (CHARLES) CORP SCHW 1.47% $838,990 8,788 18.8 $166.6B Financial Services
9 QUALCOMM INC QCOM 1.44% $823,981 4,953 25.3 $135.4B Technology
10 TE CONNECTIVITY PLC TEL 1.31% $750,573 3,419 29.8 $61.4B Technology
11 GILEAD SCIENCES INC GILD.SW 1.27% $723,942 6,522 $137.6B Healthcare
12 LEIDOS HOLDINGS INC LDOS 1.26% $718,426 3,802 14.4 $20.1B Technology
13 L3HARRIS TECHNOLOGIES INC LHX 1.24% $708,857 2,321 41.5 $66.6B Industrials
14 PROCTER & GAMBLE CO/THE PG 1.23% $702,027 4,569 21.1 $334.4B Consumer Defensive
15 ABBVIE INC ABBV 1.21% $690,221 2,981 88.0 $369.2B Healthcare
16 BANK OF NEW YORK MELLON CORP BK 1.18% $674,462 6,190 15.5 $85.2B Financial Services
17 CSX CORP CSX 1.15% $656,225 18,480 26.6 $76.7B Industrials
18 TENET HEALTHCARE CORP THC 1.14% $653,383 3,218 11.8 $16.5B Healthcare
19 ISHARES RUSSELL 1000 VALUE FD IWD 1.13% $645,991 3,173 $65.8B Financial Services
20 WALMART INC WMT 1.13% $645,980 6,268 45.8 $1.0T Consumer Defensive
21 METLIFE INC MET 1.13% $644,628 7,826 13.9 $46.6B Financial Services
22 EXXON MOBIL CORP XOM 1.12% $642,337 5,697 24.1 $669.5B Energy
23 NORTHROP GRUMMAN CORP NOC 1.11% $633,083 1,039 24.0 $99.7B Industrials
24 HARTFORD INSURANCE GROUP INC/T HIG 1.10% $631,068 4,731 9.9 $38.0B Financial Services
25 AUTOZONE INC AZO 1.08% $617,795 144 23.2 $56.0B Consumer Cyclical
26 SS&C TECHNOLOGIES HOLDINGS SSNC 1.08% $617,592 6,958 20.8 $16.7B Technology
27 UNITEDHEALTH GROUP INC UNH.BA 1.08% $616,360 1,785 20.9 $370.0T Healthcare
28 VALERO ENERGY CORP VLO 1.07% $609,871 3,582 31.5 $73.0B Energy
29 KIMBERLY-CLARK CORP KMB 1.06% $605,411 4,869 15.8 $31.9B Consumer Defensive
30 CIGNA GROUP/THE CI 1.05% $600,425 2,083 12.1 $72.1B Healthcare
31 LINDE PLC LIN.DE 1.04% $594,700 1,252 33.8 $200.9B Basic Materials
32 JOHNSON & JOHNSON JNJ 1.04% $594,271 3,205 22.0 $585.7B Healthcare
33 META PLATFORMS INC-CLASS A META 0.97% $557,394 759 24.0 $1.4T Communication Services
34 VISTRA CORP VST 0.92% $526,829 2,689 54.4 $51.2B Utilities
35 CUMMINS INC CMI 0.90% $514,447 1,218 26.7 $75.9B Industrials
36 CHUBB LTD 0VQD.L 0.90% $512,848 1,817 12.6 $131.1B Financial Services
37 CHEVRON CORP CVX 0.89% $510,283 3,286 32.2 $397.7B Energy
38 EQUITABLE HOLDINGS INC AXJ.DE 0.87% $499,878 9,844 -7.8 $9.2B Financial Services
39 SALESFORCE INC CRM.NE 0.87% $497,700 2,100 23.5 $230.2B Technology
40 MCKESSON CORP MCK 0.87% $496,743 643 25.1 $109.1B Healthcare
41 EXELON CORP EXC 0.86% $494,390 10,984 18.0 $50.5B Utilities
42 RENAISSANCERE HOLDINGS LTD RNR 0.85% $487,292 1,919 5.0 $13.1B Financial Services
43 EOG RESOURCES INC EOG 0.85% $487,274 4,346 15.4 $76.5B Energy
44 CVS HEALTH CORP CVS 0.85% $485,738 6,443 52.8 $93.5B Healthcare
45 PHILIP MORRIS INTERNATIONAL PMI.SW 0.85% $485,465 2,993 21.7 $210.2B Consumer Defensive
46 MARATHON PETROLEUM CORP MPC 0.84% $481,850 2,500 17.9 $71.2B Energy
47 CISCO SYSTEMS INC CSCO 0.82% $470,730 6,880 28.2 $312.2B Technology
48 WELLS FARGO & CO WFC 0.81% $463,357 5,528 12.0 $248.7B Financial Services
49 ENTERGY CORP ETR 0.81% $461,663 4,954 29.3 $52.0B Utilities
50 THERMO FISHER SCIENTIFIC INC TMO 0.81% $460,284 949 27.5 $182.6B Healthcare

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms