Total Gross Loans represents the nominal value of loans to customers. Loans to customers may be further delineated in various categories, such as by customers (consumer or industrial), by maturity (short-term or long-term), or by underlying securities (secured or not secured), either on the balance sheet or in a footnote to the financial statement.

"Growth" is comprised of Institutions that are classified as:

Aggressive Growth investors employ an extreme version of the growth style. This can be seen by their propensity to hold the stocks of companies that are growing their revenue and EPS extremely quickly, are in an early stage of their life cycle, or have minimal or no current earnings.

Core Growth managers typically invest in mid or large capitalization, blue chip companies that have historically performed near the top of their sector or the S&P 500 in terms of profitability, earnings growth, and revenue growth. These investors are often willing to pay premium PE multiples for highly sustainable businesses, strong management and consistent growth over the long term.

Growth investors bridge the gap between the Aggressive Growth and Core Growth investment styles. They tend to be slightly more aggressive than Core Growth investors, willing to pay slightly higher multiples for stocks and trade at a slightly more active pace. In general, they are looking for companies growing at superior rates than the general marketplace, but are unwilling to pay the extremely high multiples associated with the hyper growth stocks.

"Income" is comprised of Institutions that are classified as:

Income Value investors are similar to those in the Core Value category except they are as interested in the dividend yield as they are in the low valuation ratios of the stocks they purchase. As a result, Income Value portfolios typically exhibit above average current income and low PE ratios.

Yield investors typically focus on buying companies with indicated dividend yields that are comfortably above the S&P 500 average and that are perceived to be able to continue making or increasing dividend payments over time. Investors that fall into this category tend to focus on income and safety more than on capital appreciation, and many have a dividend yield "hurdle rate" below which they will be either unlikely to consider owning a particular stock or forced to pare back a current position.

Total Interest Expense represents total operating interest expense for financial institutions:
Interest on Deposits
Interest on Other Borrowings
Federal Fund Purchased/Securities Sold Under Repurchase Agreement.

Total Inventory consists of all assets held for sale in the ordinary course of business or goods that will be used and/or consumed in the production of goods to be sold. Inventories may include raw material, work in progress and finished goods, although other categories of asset items may be classified as ‘Inventories’ depending upon the company’s business.

Total Investment Securities represents total investment securities, reported according to SFAS 115, Accounting for Certain Investments in Debt and Equity Securities, which is the sum of:
Securities Held (to Maturity)
Securities (Available) for Sale

Total Liabilities represents the sum of:

For industrial and utility companies:
Total Current Liabilities
Total Long-Term Debt
Deferred Income Tax
Minority Interest
Other Liabilities, Total

For banks:
Accounts Payable
Payable/Accrued
Accrued Expenses
Total Deposits
Other (Interest) Bearing Liabilities, Total
Total Short-Term Borrowings
Current Portion of Long Term Debt/Capital Leases
Other Current Liabilities, Total
Total Long-Term Debt
Deferred Income Tax
Minority Interest
Other Liabilities, Total

For insurance companies:
Accounts Payable
Payable/Accrued
Accrued Expenses
Policy Liabilities
Notes Payable/Short-Term Debt
Current Portion of Long Term Debt/Capital Leases
Other Current Liabilities, Total
Total Long-Term Debt
Deferred Income Tax
Minority Interest
Other Liabilities, Total.

Total Liabilities & Shareholders’ Equity represents the sum of Total Liabilities and Total Equity.

Total Long-Term Debt represents the sum of:
Long-Term Debt
Capital Lease Obligations.

Total Long Term Debt, Supplemental reflects the sum of Long Term Debt Maturing within 1 through 10 Years and Long Term Debt – Remaining Maturities.