| P/E (FY) | — | Sales (TTM) | — |
| Earnings (TTM) | £5.83B | ROE | 14.23% |
| Net Margin | — | ROIC | — |
| Debt / Equity | — | TD / EBITDA | — |
| EPS Growth 3Y | 26.12% | Sales Growth 3Y | — |
| Market Cap | — | Trading Days | 2481 |
| 52W High | 705.40 |
| 52W Low | 500.20 |
| % Off High | −3.49% |
| YTD | 4.45% | 1Y | 32.30% |
| 3Y | 183.78% | 5Y | 213.58% |
| 10Y | 229.09% | Since incept. (ann.) | 12.48% |
| Ann. Volatility (1Y) | 30.53% | Ann. Volatility (3Y) | 29.47% |
| Sharpe (1Y) | 1.08 | Sharpe (3Y) | 1.39 |
| Max Drawdown (1Y) | −25.15% | Max Drawdown (3Y) | −28.25% |
| Beta (3Y, vs SPY) | 0.76 |
| Ticker | Name | Mkt cap | P/E |
|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC | $1.10T | — |
| JPM | JPMORGAN CHASE & CO | $923.65B | 17.2 |
| BAC | BANK OF AMERICA CORP /DE/ | $433.39B | 16.0 |
| UNH | UNITEDHEALTH GROUP INC | $381.94B | 31.8 |
| MS | MORGAN STANLEY | $320.39B | 19.9 |
| GS | GOLDMAN SACHS GROUP INC | $289.33B | 19.1 |
| WFC | WELLS FARGO & COMPANY/MN | $256.66B | 13.4 |
| AXP | AMERICAN EXPRESS CO | $223.87B | 21.6 |
| C | CITIGROUP INC | $222.39B | 18.2 |
| TD | TORONTO DOMINION BANK | $197.65B | — |
| SCHW | SCHWAB CHARLES CORP | $181.69B | 22.5 |
| BLK | BlackRock, Inc. | $167.19B | 30.6 |
