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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.40 | 2.42 | 0.02 |
Shares | 97.54 | 97.57 | 0.03 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.04 | 21.04 |
Price to Book | 3.12 | 4.01 |
Price to Sales | 2.22 | 2.69 |
Price to Cash Flow | 11.99 | 14.10 |
Dividend Yield | 1.67 | 1.53 |
5 Years Earnings Growth | 11.06 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.08 | 29.21 |
Industrials | 19.60 | 9.87 |
Financial Services | 17.05 | 14.86 |
Healthcare | 10.11 | 11.53 |
Communication Services | 9.73 | 8.77 |
Energy | 8.21 | 3.66 |
Consumer Defensive | 4.26 | 6.06 |
Consumer Cyclical | 3.16 | 10.30 |
Basic Materials | 1.72 | 2.36 |
Utilities | 1.20 | 2.61 |
Real Estate | 0.87 | 2.22 |
Number of long holdings: 167
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.04 | 509.64 | +0.57% | |
NVIDIA | US67066G1040 | 6.77 | 180.17 | -0.79% | |
Wells Fargo&Co | US9497461015 | 6.25 | 81.98 | -0.63% | |
GE Aerospace | US3696043013 | 5.71 | 276.00 | +0.97% | |
GE Vernova LLC | US36828A1016 | 4.39 | 633.69 | +1.82% | |
Exxon Mobil | US30231G1022 | 3.98 | 113.35 | +0.53% | |
Boeing | US0970231058 | 3.90 | 236.16 | +0.23% | |
Meta Platforms | US30303M1027 | 3.42 | 751.11 | +0.50% | |
Bank of America | US0605051046 | 2.73 | 50.49 | +0.22% | |
Broadcom | US11135F1012 | 2.20 | 308.65 | +2.80% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Fidelity Contrafund | 160.4B | 15.36 | 26.02 | 15.97 | ||
Fidelity Total Market Index Instl b | 113.87B | 8.09 | 16.45 | 12.97 | ||
Fidelity Blue Chip Growth | 67.4B | 8.98 | 26.28 | 17.99 | ||
Fidelity Growth Company | 64.44B | 9.25 | 25.04 | 18.87 |
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