
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.88 | 2.88 | 0.00 |
Shares | 97.12 | 97.13 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.41 | 16.07 |
Price to Book | 2.00 | 2.50 |
Price to Sales | 1.12 | 1.72 |
Price to Cash Flow | 7.96 | 10.49 |
Dividend Yield | 3.30 | 2.49 |
5 Years Earnings Growth | 7.78 | 9.26 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.16 | 21.44 |
Healthcare | 15.74 | 14.59 |
Technology | 12.27 | 13.16 |
Consumer Defensive | 9.75 | 8.20 |
Energy | 8.63 | 7.40 |
Consumer Cyclical | 7.92 | 7.11 |
Industrials | 7.36 | 11.95 |
Utilities | 6.77 | 5.23 |
Communication Services | 6.76 | 5.89 |
Real Estate | 4.07 | 3.38 |
Basic Materials | 0.57 | 3.37 |
Number of long holdings: 117
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 3.13 | 73.79 | -0.12% | |
Comcast | US20030N1019 | 2.54 | 34.14 | +0.49% | |
U.S. Bancorp | US9029733048 | 2.50 | 48.52 | -0.63% | |
UnitedHealth | US91324P1021 | 2.48 | 308.80 | -0.35% | |
Cigna | US1255231003 | 2.27 | 300.72 | -0.05% | |
Cisco | US17275R1023 | 2.18 | 67.80 | -1.87% | |
Wells Fargo&Co | US9497461015 | 2.17 | 81.78 | -0.49% | |
Exxon Mobil | US30231G1022 | 2.13 | 114.68 | +0.34% | |
GSK plc DRC | US37733W2044 | 2.07 | 38.96 | -1.80% | |
Chubb | CH0044328745 | 2.02 | 276.79 | +0.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 696.27B | 8.58 | 17.09 | 13.65 | ||
Fidelity Contrafund | 158.19B | 15.36 | 26.02 | 15.97 | ||
Fidelity Total Market Index Instl b | 116.5B | 8.09 | 16.45 | 12.97 | ||
Fidelity Blue Chip Growth | 68B | 8.98 | 26.28 | 17.99 | ||
Fidelity Growth Company | 65.18B | 9.25 | 25.04 | 18.87 |
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