
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.48 | 0.52 | 0.04 |
Shares | 99.41 | 99.41 | 0.00 |
Bonds | 0.11 | 0.11 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.96 | 19.98 |
Price to Book | 5.18 | 3.86 |
Price to Sales | 2.63 | 2.56 |
Price to Cash Flow | 12.93 | 13.66 |
Dividend Yield | 0.97 | 1.58 |
5 Years Earnings Growth | 12.96 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.95 | 27.78 |
Industrials | 18.70 | 9.62 |
Consumer Cyclical | 14.79 | 10.32 |
Financial Services | 11.79 | 15.01 |
Utilities | 8.56 | 2.78 |
Communication Services | 7.63 | 8.44 |
Energy | 3.72 | 3.91 |
Basic Materials | 2.66 | 2.38 |
Consumer Defensive | 2.16 | 6.33 |
Healthcare | 2.04 | 12.64 |
Number of long holdings: 98
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.78 | 664.28 | +2.59% | |
NVIDIA | US67066G1040 | 4.65 | 137.47 | +1.73% | |
Vistra Energy | US92840M1027 | 4.59 | 167.30 | +4.19% | |
Arthur J Gallagher | US3635761097 | 3.33 | 345.16 | -0.66% | |
Microsoft | US5949181045 | 2.83 | 461.35 | +0.21% | |
Constellation Energy | US21037T1097 | 2.55 | 311.49 | +1.74% | |
Apollo Global Management A | US03769M1062 | 2.51 | 129.66 | -0.79% | |
ON Semiconductor | US6821891057 | 2.07 | 42.04 | +0.04% | |
Amazon.com | US0231351067 | 2.03 | 205.79 | +0.38% | |
BYD Co Ltd-H | CNE100000296 | 1.92 | 385.40 | -1.88% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 633.85B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 144.14B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 105.88B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 62.35B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 60.06B | -12.53 | 16.00 | 16.01 |
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