
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.53 | 3.53 | 0.00 |
Shares | 96.19 | 96.19 | 0.00 |
Bonds | 0.04 | 0.04 | 0.00 |
Other | 0.25 | 0.25 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.53 | 27.46 |
Price to Book | 5.58 | 7.02 |
Price to Sales | 3.26 | 4.61 |
Price to Cash Flow | 14.21 | 17.95 |
Dividend Yield | 0.74 | 0.72 |
5 Years Earnings Growth | 10.87 | 12.85 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.94 | 39.23 |
Consumer Cyclical | 18.41 | 14.29 |
Healthcare | 15.80 | 10.78 |
Communication Services | 10.87 | 12.76 |
Financial Services | 10.78 | 10.01 |
Industrials | 9.23 | 7.05 |
Consumer Defensive | 2.34 | 3.66 |
Energy | 1.75 | 1.39 |
Basic Materials | 0.88 | 1.68 |
Number of long holdings: 144
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 9.92 | 223.30 | +2.85% | |
NVIDIA | US67066G1040 | 9.12 | 157.75 | +1.76% | |
Microsoft | US5949181045 | 5.22 | 495.94 | -0.30% | |
Alphabet A | US02079K3059 | 4.68 | 178.53 | +2.88% | |
Apple | US0378331005 | 4.49 | 201.08 | +0.04% | |
Eli Lilly | US5324571083 | 3.13 | 775.45 | -2.47% | |
Boston Scientific | US1011371077 | 2.73 | 106.53 | +1.86% | |
Mastercard | US57636Q1040 | 2.70 | 550.32 | +0.83% | |
Visa A | US92826C8394 | 2.57 | 348.61 | +0.75% | |
Taiwan Semiconductor | US8740391003 | 2.10 | 228.57 | +2.04% |
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