NYSE: CAT - Caterpillar

Доходность за полгода: +15.2%
Сектор: Industrials

График акции Caterpillar


О компании

Caterpillar Inc. ([ˈkætəpɪlə]), «Ка́терпиллер» — одна из ведущих корпораций по производству крупнейшей спецтехники в мире.Выпускает землеройно-транспортную технику, строительное оборудование, дизельные двигатели, энергетические установки (работающие на природном и попутном газах) и другие продукты, а также обувь. С недавнего времени также и защищённые мобильные телефоны и смартфоны. В составе более 480 подразделений, расположенных в 50 странах мира на пяти континентах. Штаб-квартира располагается в Соединённых Штатах.


EBITDA 10.81
EV/EBITDA 10.51
IPO date 1962-01-02
ISIN US1491231015
Industry Machinery
P/BV 5.76
P/E 13.83
P/S 1.57
Sector Industrials
Валюта usd
Валюта отчета usd
Выручка 53.8
Див.доход ао 2.18
Дивиденд ао 4.8
Сайт http://www.caterpillar.com
Цена ао 238.8
Число акций ао 0.5136 млрд
Изменение цены за день: +0.8893% (375.8)
Изменение цены за неделю: -2.5% (388.87)
Изменение цены за месяц: -1.38% (384.46)
Изменение цены за 3 месяца: +6.76% (355.12)
Изменение цены за полгода: +15.2% (329.13)
Изменение цены за год: +29.42% (292.96)
Изменение цены за 3 года: +96.06% (193.38)
Изменение цены за 5 лет: +121.2% (171.4)
Изменение цены за 10 лет: +395.55% (76.51)
Изменение цены с начала года: +27.18% (298.12)

Недооценка

Название Значение Оценка
P/S 2.22 7
P/BV 7.65 1
P/E 14.43 8
EV/EBITDA 11.31 7
Итого: 7.25

Эффективность

Название Значение Оценка
ROA, % 11.81 4
ROE, % 53.02 10
Итого: 6.67

Дивиденды

Название Значение Оценка
Div yield, % 1.47 3.68
DSI 0.9286 9.29
Итого: 4.79

Долг

Название Значение Оценка
Debt/EBITDA 2.38 6
Итого: 6

Импульс роста

Название Значение Оценка
Доходность Revenue, % 24.65 4
Доходность Ebitda, % 45.28 6
Доходность EPS, % 87.36 9
Итого: 7.4

Дивиденд, % Дивиденд По итогам периода Купить до Дата закрытия реестра Выплата до
0.59% 1.409 III кв. 2024 18.10.2024 21.10.2024 05.11.2024
0.4% 1.41 II кв. 2024 19.07.2024 22.07.2024 06.08.2024
0.37% 1.3 I кв. 2024 17.04.2024 19.04.2024 06.05.2024
0.37% 1.3 IV кв. 2023 17.01.2024 19.01.2024 05.02.2024
0.54% 1.3 II кв. 2023 17.07.2023 19.07.2023 03.08.2023
0.54% 1.2 I кв. 2023 19.04.2023 21.04.2023 08.05.2023
0.48% 1.2 IV кв. 2022 17.01.2023 19.01.2023 03.02.2023
0.67% 1.2 III кв. 2022 19.10.2022 21.10.2022 07.11.2022
0.71% 1.2 II кв. 2022 15.07.2022 19.07.2022 03.08.2022
0.52% 1.11 IV кв. 2021 17.01.2022 19.01.2022 03.02.2022
0.56% 1.11 III кв. 2021 20.10.2021 22.10.2021 08.11.2021
0.59% 1.11 II кв. 2021 16.07.2021 19.07.2021 03.08.2021
0.43% 1.03 I кв. 2021 21.04.2021 23.04.2021 10.05.2021
0.44% 1.03 IV кв. 2020 15.01.2021 19.01.2021 03.02.2021

Дата сделки Дата раскрытия Инсайдер Тип Цена Объем Количество Доля до, % Доля после, % Документ
04.12.2024 05.12.2024 Johnson Gerald
Director
Покупка 398.57 39 857 100 0 0 cсылка
29.11.2024 29.11.2024 Fassino Anthony D.
Officer
Покупка 408.59 2 565 540 6279 0 0 cсылка
06.11.2024 06.11.2024 Fassino Anthony D.
Officer
Покупка 409.84 2 257 810 5509 0 0 cсылка
01.11.2024 04.11.2024 Schaupp William E
Chief Accounting Officer
Продажа 380.98 368 789 968 0 0 cсылка
01.11.2024 04.11.2024 Schaupp William E
Chief Accounting Officer
Покупка 196.7 393 400 2000 0 0 cсылка
30.08.2024 30.08.2024 Fassino Anthony D.
Officer
Покупка 351.36 1 119 080 3185 0 0 cсылка
28.02.2024 29.02.2024 Fassino Anthony D.
Group President
Продажа 329.8 1 508 840 4575 0 0 cсылка
28.02.2024 29.02.2024 Fassino Anthony D.
Group President
Покупка 138.35 1 090 340 7881 0 0 cсылка
07.02.2024 08.02.2024 De Lange Bob
Group President
Продажа 325.52 6 899 070 21194 0 0 cсылка
07.02.2024 08.02.2024 De Lange Bob
Group President
Покупка 95.66 2 869 800 30000 0 0.01 cсылка
02.02.2024 06.02.2024 BONFIELD ANDREW R J
Chief Financial Officer
Продажа 310.1 3 101 000 10000 0 0 cсылка
03.08.2023 04.08.2023 Creed Joseph E
Group President
Продажа 285.25 2 078 330 7286 0 0 cсылка
03.08.2023 04.08.2023 Creed Joseph E
Group President
Покупка 127.6 982 265 7698 0 0 cсылка
03.08.2023 04.08.2023 Johnson Denise C
Group President
Покупка 132.24 5 520 760 41748 0 0.01 cсылка
01.08.2023 02.08.2023 De Lange Bob
Group President
Продажа 275 5 500 000 20000 0 0 cсылка
01.08.2023 02.08.2023 De Lange Bob
Group President
Покупка 95.66 1 913 200 20000 0 0 cсылка
18.07.2023 19.07.2023 Johnson Cheryl H
Chief Human Resources Officer
Продажа 260 1 667 900 6415 0 0 cсылка
18.07.2023 19.07.2023 Johnson Cheryl H
Chief Human Resources Officer
Покупка 127.6 818 554 6415 0 0 cсылка
08.03.2021 10.03.2021 Johnson Denise C
Group President
Продажа 219.82 17 738 400 80695 0 -0.01 cсылка
08.03.2021 10.03.2021 Johnson Denise C
Group President
Покупка 138.09 8 356 240 60513 0 0.01 cсылка
30.10.2020 02.11.2020 Long Suzette M
General Counsel/Corporate Sec.
Продажа 155 571 485 3687 0 0 cсылка
30.10.2020 02.11.2020 Younessi Ramin
Group President
Продажа 154.18 3 159 460 20492 0 0 cсылка

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Morgan Stanley 7199614 1.44
Northern Trust Corporation 6653373 1.33

ETF Доля, % Доходность за год, % Дивиденды, %
John Hancock Multifactor Industrials ETF 1.81 37.75 0.86
Arrow QVM Equity Factor ETF 0.2 3.38
First Trust Mega Cap Alphadex Fund 3.53 15.27 1.30
Alpha Intelligent - Large Cap Value ETF 2.35
FlexShares Quality Dividend Dynamic Index Fund 1.54 33.57 2.42
AdvisorShares Let Bob AI Powered Momentum ETF 1.63 0.63
Nuveen ESG Dividend ETF 1.65096 26.022025696646 2.95887
FinEx USA UCITS ETF 0.36 54.54
FinEx RUB GLOBAL EQUITY UC ETF 0.09 48.06
FinEx USD GLOBAL EQUITY UC ETF 0.09 37.73
Invesco ESG S&P 500 Equal Weight ETF 0.57396 25.123595505618 2.08397
Columbia U.S. ESG Equity Income ETF 0.31004 -99.180880631677 1.44131
iShares Global Industrials ETF 2.46709 23.496503496504 1.84746
AXS Astoria Inflation Sensitive ETF 3.76739 -39.326583653361 2.65011
Principal Value ETF 1.17682 26.651818856719 2.47282
Vanguard Industrials ETF 3.28698 33.607694884433 1.80
Avantis U.S. Large Cap Value ETF 1.61446 27.847633136095 2.05311
Amplify CWP Enhanced Dividend Income ETF 5.27118 18.873159682899 2.22811
iShares U.S. Industrials ETF 2.73175 32.240537802744 1.33011
Invesco Large Cap Value ETF 1.49738 28.845466908147 2.79065
ProShares UltraPro Dow30 3.01549 68.007865678415 1.96731
Gotham Enhanced 500 ETF 1.02474 30.115508276108 1.55253
ProShares Ultra Dow30 4.05233 43.563139931741 2.09603
Inspire 100 ETF 4.93777 29.662851840396 1.49947
ETC 6 Meridian Mega Cap Equity ETF 1.43708 31.252672082086 2.77117
Zacks Earnings Consistent Portfolio ETF 2.72777 24.84126984127 1.5709
Global X Dow 30 Covered Call ETF 5.69824 8.538283062645 1.96728
Direxion Daily Industrials Bull 3X Shares 3.11654 109.91428571429 1.47753
ProShares Ultra Industrials 2.61922 68.847411968443 1.47926
Industrial Select Sector SPDR Fund 4.33449 32.148775547781 1.51386
Dimensional US High Profitability ETF 1.86202 29.018021331372 1.58353
SPDR Dow Jones Industrial Average ETF Trust 5.62323 23.693447198961 1.96728
Fidelity MSCI Industrial Index ETF 3.26105 32.693301188221 1.33762
Aptus Collared Investment Opportunity ETF 1.69403 27.628285356696 1.3866
American Conservative Values ETF 0.5152 31.71965733341 1.43825
Aptus Drawdown Managed Equity ETF 1.66515 29.296768938365 1.38725
First Trust Active Factor Large Cap ETF 0.57139 35.695238095238 1.67411
ARK Autonomous Technology & Robotics ETF 1.0659 36.191700330518 0.78731
Avantis U.S. Equity ETF 0.54894 30.338089728757 1.59151
JPMorgan BetaBuilders U.S. Equity ETF 0.36584 32.060975609756 1.42604
ALPS Barron's 400 ETF 0.25877 40.834548104956 1.39821
Vanguard Intermediate-Term Bond ETF 0.01 1.6430670585092 3.45
BNY Mellon US Large Cap Core Equity ETF 0.36502 31.990740740741 1.41823
Inspire Global Hope ETF 0.26196 19.751901126198 2.7605
Vanguard Long-Term Bond ETF 0.01 -0.44388958246637 4.89
Vanguard Short-Term Bond ETF 0.01 1.5586116568435 3.02
BlackRock Future U.S. Themes ETF 0.59384 40.944765653832 0.84968
VictoryShares US 500 Volatility Wtd ETF 0.18059 26.922143156132 1.74636
VictoryShares US 500 Enhanced Volatility Wtd ETF 0.18545 26.541831300464 1.74639
Capital Group Global Growth Equity ETF 1.07598 23.307661126875 1.87317
Capital Group Growth ETF 0.55262 39.396226415094 0.71675
AXS Change Finance ESG ETF 1.02832 26.91468865843 1.31506
Convergence Long/Short Equity ETF 0.3403 38.084112149533 1.56428
Proshares Large Cap Core Plus 0.10544 29.052511415525 1.66486
Xtrackers Russell US Multifactor ETF 0.19205 31.566701317102 1.63409
Dimensional U.S. Core Equity 2 ETF 0.37943 30.755198832543 1.47098
Dimensional US Core Equity Market ETF 0.37423 30.983243755928 1.40618
Dimensional International Core Equity 2 ETF 0 12.593206296603 3.69996
Dimensional International Small Cap ETF 0.00006 13.318681318681 3.34747
Dimensional U.S. Equity ETF 0.31983 31.530984204131 1.3557
iShares Core Dividend Growth ETF 0.70126 24.441878367975 2.42719
SPDR Global Dow ETF 0.74209 21.820806672964 3.27726
iShares Core Dividend ETF 1.08029 30.616875986908 3.10166
Invesco Dow Jones Industrial Average Dividend ETF 2.22041 22.282038733133 3.22671
WisdomTree U.S. LargeCap Dividend Fund 0.50947 27.444548578569 2.4447
iShares MSCI KLD 400 Social ETF 0.68356 29.838985954094 1.48375
BlackRock U.S. Equity Factor Rotation ETF 1.29753 39.321772023762 1.12369
First Trust Dow 30 Equal Weight ETF 3.48226 20.15364498202 2.23208
SPDR S&P 500 ESG ETF 0.531 30.462717691484 1.46919
Invesco Russell 1000 Equal Weight ETF 0.05027 24.189418774377 2.1901
Invesco S&P 100 Equal Weight ETF 1.06938 28.410194174757 2.37923
FlexShares STOXX US ESG Select Index Fund 0.43675 24.729860712234 1.57272
Vanguard ESG U.S. Stock ETF 0.37 32.395678092399 1.26927
iShares MSCI USA Equal Weighted ETF 0.17574 27.495824232301 1.80633
First Trust Multi Cap Growth AlphaDEX Fund 0.37379 41.560262822399 1.02425
Fidelity Stocks for Inflation ETF 0.65045 36.415150611393 1.7325
Fidelity Momentum Factor ETF 0.7426 41.443916168426 1.17922
Fidelity Dividend ETF for Rising Rates 0.92931 26.697903355578 2.64931
Fidelity High Dividend ETF 1.54634 29.060882425438 3.31978
First Trust Large Cap Core AlphaDEX Fund 0.2805 32.899145783189 1.90065
Franklin U.S. Large Cap Multifactor Index ETF 1.24422 30.530204259018 1.56519
Schwab Fundamental U.S. Broad Market Index ETF 0.38355 -57.771210013908 2.19075
Schwab Fundamental U.S. Large Company ETF 0.39486 27.149842839951 2.21151
Fidelity Quality Factor ETF 0.75983 29.818768238366 1.5157
First Trust Large Cap Growth AlphaDEX Fund 0.76467 41.204193517361 1.01462
First Trust BuyWrite Income ETF 0.40759 14.093959731544 2.11702
First Trust Nasdaq BuyWrite Income ETF 0.14379 7.2708653353815 0.92977
CornerCap Fundametrics Large-Cap ETF 0.79564 28.351018488581 2.31933
Fidelity Value Factor ETF 0.77163 26.415470494418 1.98801
First Trust Industrials/Producer Durables AlphaDEX Fund 0.71937 36.033519553073 1.28906
WisdomTree Efficient Gold Plus Equity Strategy Fund 0.27963 54.896029488361 1.40216
iShares Global Equity Factor ETF 0.04372 22.249395471532 2.38
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.21652 29.597746126154 1.78003
Goldman Sachs MarketBeta U.S. Equity ETF 0.37794 30.913423351867 1.42124
Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.34623 32.996534978682 1.42661
Gotham 1000 Value ETF 0.2849 23.36430412998 1.90434
iShares Morningstar U.S. Equity ETF 0.35956 31.964001274291 1.41244
iShares Morningstar Growth ETF 0.1789 37.984019668101 0.5823
iShares Morningstar Value ETF 0.52779 25.436111525272 2.17567
Invesco RAFI Strategic US ETF 0.45025 24.709864603482 1.96287
iShares Russell 1000 Value ETF 0.6186 25.937401201391 2.15361
iShares Russell 1000 Growth ETF 0.09359 34.746950073472 0.68889
iShares Russell Top 200 ETF 0.44273 31.398274622574 1.34513
iShares Russell 3000 ETF 0.32733 30.952834139099 1.43482
iShares Russell Top 200 Value ETF 0.95736 25.399644760213 2.21611
iShares Russell Top 200 Growth ETF 0.10376 34.615837850577 0.68786
iShares Dow Jones U.S. ETF 0.3379 31.013845466726 1.41797
JPMorgan Carbon Transition U.S. Equity ETF 0.67787 25.534533551555 1.26506
John Hancock Multifactor Large Cap ETF 0.38066 28.849213363974 1.59539
JPMorgan Corporate Bond Research Enhanced ETF 0.04 6.262242562929 4.16
iShares Morningstar Large-Cap ETF 0.35956 257.57492748953 1.41244
iShares Morningstar Large-Cap Growth ETF 0.1789 333.75515818432 0.5823
iShares Morningstar Large-Cap Value ETF 0.52779 80.329344675526 2.17567
JPMorgan U.S. Momentum Factor ETF 0.84317 39.823163470336 1.11217
Virtus Terranova U.S. Quality Momentum ETF 0.79353 34.077636551013 1.14872
JPMorgan Diversified Return Use Equity 0.2552 26.562133164905 2.54778
Goldman Sachs JUST U.S. Large Cap Equity ETF 0.47575 32.307522423251 1.46271
JPMorgan U.S. Value Factor ETF US Value Factor Fund 0.8287 25.588522078284 2.57767
FT Vest S&P 500 Dividend Aristocrats Target Income ETF 1.56904 8.7974172719935 2.36612
FIS Knights of Columbus Global Belief ETF 1.02489 27.811410750321 2.02889
Xtrackers MSCI Kokusai Equity ETF 0.27493 26.333488794521 1.971
Global X Conscious Companies ETF 0.50042 25.74812967581 1.43381
Alexis Practical Tactical ETF 0.9721 23.066485753053 1.78279
HCM Defender 500 Index ETF 0.27617 39.682126107348 1.34734
iShares US Equity Factor ETF 0.26593 34.456686109311 1.47335
IQ U.S. Large Cap R&D Leaders ETF 0.47438 30.203791114108 1.46506
LeaderShares AlphaFactor US Core Equity ETF 1.03524 36.477593230962 1.23768
Point Bridge America First ETF 0.76009 29.631742409837 2.18535
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.44377 30.615850580515 2.01786
Vanguard Mega Cap ETF 0.44 31.125099309418 1.36938
Vanguard Mega Cap Value ETF 1 26.392850351778 2.31659
SPDR S&P 1500 Momentum Tilt ETF 0.37273 38.251249368151 1.12176
ProShares S&P 500 Dividend Aristocrats ETF 1.50257 17.166123778502 2.36527
WisdomTree U.S. Efficient Core Fund 0.21577 28.705945655098 1.39934
Nuveen ESG Large-Cap Value ETF 0.9712 22.253760999148 2.35351
OneAscent Large Cap Core ETF 0.57709 28.463994622301 1.40632
iShares S&P 100 ETF 0.53599 32.890903204921 1.37456
Invesco Russell 1000 Dynamic Multifactor ETF 0.95591 12.967529798603 1.0195
SPDR Russell 1000 Momentum Focus ETF 0.1754 27.709048313845 1.54958
Global X Adaptive U.S. Risk Management ETF 0.37084 19.250228374675 1.41275
ALPS O'Shares U.S. Quality Dividend ETF 1.10427 23.521505376344 2.04237
Pacer Lunt Large Cap Multi-Factor Alternator ETF 0.838 34.194134440696 1.83849
Invesco S&P 500 BuyWrite ETF 0.39261 8.3522287228583 1.43995
Invesco MSCI USA ETF 0.36596 31.983307709203 1.43215
Pacer US Export Leaders ETF 1.09879 20.161723543216 1.11029
Invesco Dividend Achievers™ ETF 0.79475 25.258450109653 2.15034
Invesco S&P 500® Downside Hedged ETF 0.20865 15.955770978491 1.44362
Invesco FTSE RAFI US 1000 ETF 0.33488 26.838671411625 2.3733
Pacer Trendpilot US Large Cap ETF 0.36578 29.973544156063 1.44165
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 0.66075 25.700286672538 1.69132
FlexShares Quality Dividend Index Fund 0.73452 23.224503534164 2.55019
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.32515 22.588674548849 1.44158
American Century U.S. Quality Growth ETF 0.17102 39.484348798211 0.64905
FlexShares US Quality Large Cap Index Fund 0.93882 34.829020700637 1.61317
QRAFT AI Enhanced U.S. Large Cap ETF 0.58586 31.155018846182 1.25914
iShares MSCI USA Quality Factor ETF 1.35434 29.602200592467 1.29858
Alpha Architect U.S. Quantitative Value ETF 2.06109 27.13447171825 2.13025
SPDR MSCI World StrategicFactors ETF 0.34582 21.440646130729 2.3827
FlexShares Ultra-Short Income Fund 0.26 0.56640234557206 5.17
Columbia Research Enhanced Core ETF 0.82652 33.583489681051 1.60295
Columbia Research Enhanced Value ETF 1.77007 28.015923103063 2.60097
ALPS Active Equity Opportunity ETF 2.03542 39.64063757098 1.48103
Invesco S&P 500® Equal Weight Industrials ETF 1.33301 362.70441786673 1.40259
Hartford Multifactor US Equity ETF 0.18204 28.958733205374 1.92094
Invesco S&P 500® Equal Weight ETF 0.21147 24.723517654897 1.93354
Alpha Dog ETF 5.61077 23.710005817336 1.19751
Invesco S&P 500 Revenue ETF 0.43039 26.317070203188 2.08195
Schwab U.S. Broad Market ETF 0.31398 31.504006586479 1.43354
Schwab 1-5 Year Corporate Bond ETF 0.02 -48.420720151611 3.48
Schwab 1000 Index ETF 0.32897 31.534799365223 1.42441
Schwab U.S. Large-Cap Value ETF 0.73142 25.391849529781 2.38078
Schwab U.S. Large-Cap ETF 0.33773 31.742508324084 1.42733
Schwab U.S. Aggregate Bond ETF 0 1.1800699300699 3.65
SPDR S&P Dividend ETF 0.80275 18.123456790123 2.68707
SPDR MSCI USA Gender Diversity ETF 0.94304 31.203713938322 1.66855
Xtrackers S&P 500 ESG ETF 0.52081 29.924062648315 1.4688
SPDR Portfolio MSCI Global Stock Market ETF 0.28901 22.328279992514 2.19607
Invesco S&P 500® Quality ETF 1.95614 32.383519445514 1.35156
SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.34776 30.354281645006 1.46083
Direxion Daily S&P 500 Bull 2x Shares 0.32327 63.208342110807 1.4399
Direxion Daily S&P 500 Bull 3X Shares 0.36576 93.552885646857 1.45226
ProShares S&P 500 Ex-Financials ETF 0.44524 -34.223895332965 1.34649
ProShares S&P 500 Ex-Technology ETF 0.53025 26.581047476121 1.82312
ProShares S&P 500 Ex-Health Care ETF 0.41784 -32.287170288914 1.40888
Syntax Stratified LargeCap ETF 0.13774 21.129804445378 1.99305
iShares MSCI USA ESG Select ETF 0.12837 29.729449569814 1.52994
iShares ESG MSCI USA Leaders ETF 0.68543 30.352970114377 1.38463
FlexShares Morningstar US Market Factor Tilt Index Fund 0.30572 29.893496435497 1.69572
iShares MSCI Kokusai ETF 0.27854 25.89122322104 1.97357
Timothy Plan High Dividend Stock ETF 0.78081 21.704689480355 2.67937
Timothy Plan High Dividend Stock Enhanced ETF 0.80358 19.130434782609 2.67929
Timothy Plan US Large/Mid Cap Core ETF 0.30987 27.703180212014 1.40484
T. Rowe Price U.S. Equity Research ETF 0.16698 33.316764893844 1.24191
ProShares UltraPro S&P500 0.19145 93.512851897185 1.43997
Xtrackers MSCI USA ESG Leaders Equity ETF 0.68433 29.932131991575 1.38205
American Century U.S. Quality Value ETF 0.2003 26.790131072318 1.8806
Vanguard ESG U.S. Corporate Bond ETF 0.01 3.788748564868 4.08
Vanguard Intermediate-Term Corporate Bond ETF 0.02 2.9882738620603 4.17
Vanguard Long-Term Corporate Bond ETF 0.01 0.889978073004 4.94
Vanguard U.S. Multifactor ETF 0.74 30.064749625357 2.39666
Vanguard U.S. Momentum Factor ETF 0.34 45.845704753962 1.05834
Vanguard U.S. Quality Factor ETF 0.36 26.116438356164 1.62247
Vanguard Dividend Appreciation ETF 0.94 23.546159437848 1.84135
SPDR S&P 1500 Value Tilt ETF 0.23796 27.14840508514 2.3833
Vanguard Russell 1000 ETF 0.33 31.042915368017 1.43539
Vanguard Russell 1000 Growth ETF 0.09 34.806849860613 0.68737
Vanguard Russell 1000 Value ETF 0.6 25.936599423631 2.15186
Vanguard S&P 500 Growth ETF 0.4 37.319532503247 0.73933
Vanguard S&P 500 Value ETF 0.35 23.316964008205 2.28265
Vanguard Russell 3000 ETF 0.32 31.87314172448 1.43817
Vanguard Ultra-Short Bond ETF 0.01 0.75050709939148 5.00
Vident U.S. Equity Strategy ETF 0.73135 25.466348382407 1.29773
Vanguard Large Cap ETF 0.37 31.694015213127 1.41978
Affinity World Leaders Equity ETF 1.07142 40.291206166719 2.90255
WealthTrust DBS Long Term Growth ETF 1.52572 35.701203088526 1.03367
IQ Global Equity R&D Leaders ETF 0.25745 22.103315094947 2.42319
WisdomTree U.S. Value Fund 0.70863 34.186156019463 1.98112
Invesco S&P 500® Top 50 ETF 0.64612 34.152334152334 1.09598
iShares ESG Screened S&P 500 ETF 0.40577 32.721528076978 1.30173
Global X S&P 500 Covered Call & Growth ETF 0.38206 20.971154550113 1.43973
iShares MSCI ACWI ETF 0.23248 -19.679618719799 2.10908
Gabelli Growth Innovators ETF 0.76669 1.1895512391159 2.14877
iShares Genomics Immunology and Healthcare ETF 0.33644 -70.077014218009 1.54385
БПИФ Тинькофф США 500 0.2 -13.594470046083



Руководитель Должность Оплата Год рождения
Mr. D. James Umpleby III Chairman of the Board & CEO 7.11M 1958 (66 лет)
Mr. Andrew R. J. Bonfield Chief Financial Officer 2.82M 1962 (62 года)
Ms. Denise C. Johnson Group President of Resource Industries 2.89M 1966 (58 лет)
Mr. Joseph E. Creed Chief Operating Officer 2.28M 1976 (48 лет)
Mr. William E. Schaupp VP & Chief Accounting Officer N/A 1972 (52 года)
Courtney W. Dean Chief Compliance Officer N/A
Ms. Jamie L. Engstrom Senior VP & Chief Information Officer N/A
Mr. Otto Breitschwerdt CTO & Senior VP N/A
Mr. Derek R. Owens Chief Legal Officer & General Counsel N/A 1974 (50 лет)
Mr. Ryan Fiedler Vice President of Investor Relations

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