
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 64.56 | 64.56 | 0.00 |
Bonds | 35.32 | 36.57 | 1.25 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.26 | 0.43 | 0.17 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.16 | 18.54 |
Price to Book | 4.13 | 3.22 |
Price to Sales | 2.91 | 2.20 |
Price to Cash Flow | 15.47 | 12.19 |
Dividend Yield | 1.20 | 1.94 |
5 Years Earnings Growth | 12.61 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.51 | 23.95 |
Healthcare | 12.11 | 12.97 |
Financial Services | 12.05 | 15.90 |
Consumer Cyclical | 10.60 | 9.98 |
Communication Services | 9.07 | 7.51 |
Industrials | 8.09 | 10.17 |
Consumer Defensive | 5.87 | 6.08 |
Energy | 3.40 | 4.94 |
Utilities | 2.86 | 3.22 |
Real Estate | 2.34 | 3.40 |
Basic Materials | 2.10 | 3.18 |
Number of long holdings: 5,077
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.37 | 498.84 | +1.58% | |
NVIDIA | US67066G1040 | 4.54 | 159.34 | +1.33% | |
Apple | US0378331005 | 3.35 | 213.55 | +0.52% | |
Amazon.com | US0231351067 | 2.66 | 223.41 | +1.59% | |
Meta Platforms | US30303M1027 | 2.02 | 719.01 | +0.76% | |
Alphabet A | US02079K3059 | 1.72 | 179.53 | +0.50% | |
United States Treasury Notes 4% | - | 1.38 | - | - | |
United States Treasury Notes 4.125% | - | 1.32 | - | - | |
Eli Lilly | US5324571083 | 1.15 | 780.67 | +0.18% | |
Exxon Mobil | US30231G1022 | 1.08 | 112.20 | +1.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | 1.06 | 14.40 | 12.85 | ||
Fidelity Contrafund | 133.44B | 4.72 | 21.82 | 15.21 | ||
Fidelity Total Market Index Instl b | 99.37B | 0.53 | 13.74 | 12.15 | ||
Fidelity International Index Inst | 58.83B | 17.65 | 11.69 | 6.14 | ||
Fidelity Blue Chip Growth | 54.71B | -3.61 | 21.81 | 16.87 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review