
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.64 | 3.65 | 0.01 |
Shares | 95.11 | 95.15 | 0.04 |
Convertible | 0.10 | 0.10 | 0.00 |
Preferred | 0.94 | 0.94 | 0.00 |
Other | 0.22 | 0.23 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.05 | 20.92 |
Price to Book | 2.87 | 3.99 |
Price to Sales | 1.97 | 2.67 |
Price to Cash Flow | 13.20 | 14.02 |
Dividend Yield | 1.94 | 1.54 |
5 Years Earnings Growth | 9.78 | 10.54 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.97 | 29.03 |
Financial Services | 21.28 | 14.91 |
Industrials | 14.22 | 9.86 |
Healthcare | 12.32 | 11.65 |
Energy | 9.30 | 3.66 |
Consumer Defensive | 5.27 | 6.12 |
Utilities | 5.06 | 2.62 |
Communication Services | 4.48 | 8.74 |
Consumer Cyclical | 2.54 | 10.29 |
Real Estate | 1.53 | 2.23 |
Basic Materials | 1.04 | 2.37 |
Number of long holdings: 172
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.00 | 522.13 | +0.25% | |
Wells Fargo&Co | US9497461015 | 6.93 | 77.85 | +1.04% | |
Exxon Mobil | US30231G1022 | 5.52 | 106.80 | +0.80% | |
GE Aerospace | US3696043013 | 5.20 | 275.01 | +1.10% | |
NVIDIA | US67066G1040 | 3.50 | 182.75 | +1.10% | |
Bank of America | US0605051046 | 2.90 | 46.01 | +2.43% | |
Apple | US0378331005 | 2.87 | 229.37 | +4.24% | |
GE Vernova LLC | US36828A1016 | 2.49 | 649.09 | +0.50% | |
Visa A | US92826C8394 | 2.16 | 336.78 | +1.41% | |
UnitedHealth | US91324P1021 | 1.91 | 250.94 | +2.56% |
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 | 8.95 | 26.27 | 17.98 | ||
Fidelity Growth Company | 64.44B | 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