
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.10 | 3.22 | 0.12 |
Shares | 96.89 | 96.89 | 0.00 |
Other | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.59 | 17.46 |
Price to Book | 2.19 | 2.57 |
Price to Sales | 1.68 | 1.74 |
Price to Cash Flow | 12.29 | 12.22 |
Dividend Yield | 2.31 | 2.37 |
5 Years Earnings Growth | 10.13 | 10.50 |
Name | Net % | Category Average |
---|---|---|
Industrials | 36.25 | 25.16 |
Consumer Cyclical | 16.73 | 12.13 |
Technology | 13.46 | 16.12 |
Communication Services | 8.54 | 7.23 |
Financial Services | 6.88 | 11.89 |
Basic Materials | 5.95 | 5.81 |
Healthcare | 4.37 | 9.90 |
Real Estate | 3.53 | 4.19 |
Consumer Defensive | 2.88 | 6.72 |
Energy | 1.30 | 2.35 |
Utilities | 0.13 | 1.34 |
Number of long holdings: 116
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lagercrantz B | SE0014990966 | 5.16 | 231.20 | -5.63% | |
iShares MSCI EAFE Small-Cap | US4642882736 | 4.91 | 72.62 | -0.12% | |
Addtech | SE0014781795 | 4.63 | 339.80 | -0.59% | |
Azbil Corp | JP3937200008 | 3.44 | 1,418.5 | +0.85% | |
CTS Eventim AG | DE0005470306 | 2.68 | 103.900 | 0.00% | |
Games Workshop | GB0003718474 | 2.24 | 16,240.0 | -0.12% | |
KBC Ancora | BE0003867844 | 2.07 | 61.30 | +0.99% | |
Interpump | IT0001078911 | 2.07 | 34.600 | -0.12% | |
Spectris | GB0003308607 | 2.06 | 3,972.0 | +0.05% | |
Howden Joinery | GB0005576813 | 1.94 | 830.00 | +1.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 665.84B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 153.33B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 111.51B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 64.89B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 64.78B | 4.18 | 29.97 | 17.91 |
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