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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.09 | 3.09 | 0.00 |
Shares | 96.91 | 96.92 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.61 | 15.64 |
Price to Book | 2.06 | 2.48 |
Price to Sales | 1.14 | 1.69 |
Price to Cash Flow | 8.25 | 10.46 |
Dividend Yield | 3.17 | 2.53 |
5 Years Earnings Growth | 7.93 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.91 | 21.21 |
Healthcare | 16.40 | 15.60 |
Technology | 11.22 | 12.46 |
Consumer Defensive | 9.72 | 8.55 |
Energy | 9.70 | 7.60 |
Industrials | 7.23 | 11.67 |
Consumer Cyclical | 7.08 | 6.76 |
Utilities | 7.00 | 5.34 |
Communication Services | 6.81 | 5.54 |
Real Estate | 3.98 | 3.52 |
Basic Materials | 0.95 | 3.41 |
Number of long holdings: 117
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 3.40 | 68.02 | +0.73% | |
Comcast | US20030N1019 | 2.67 | 34.70 | +1.40% | |
Exxon Mobil | US30231G1022 | 2.52 | 104.27 | +2.40% | |
U.S. Bancorp | US9029733048 | 2.50 | 44.77 | +2.50% | |
UnitedHealth | US91324P1021 | 2.38 | 303.22 | +2.49% | |
Wells Fargo&Co | US9497461015 | 2.28 | 76.33 | +1.91% | |
Cisco | US17275R1023 | 2.22 | 66.06 | +2.23% | |
Merck&Co | US58933Y1055 | 2.20 | 78.97 | +1.74% | |
Cigna | US1255231003 | 2.18 | 312.18 | +0.37% | |
Chubb | CH0044328745 | 2.04 | 293.82 | +0.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 133.44B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 99.37B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 58.83B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 54.71B | -12.53 | 16.00 | 16.01 |
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