
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 | 20.75 |
Price to Book | 5.18 | 3.96 |
Price to Sales | 2.63 | 2.65 |
Price to Cash Flow | 12.93 | 13.91 |
Dividend Yield | 0.97 | 1.55 |
5 Years Earnings Growth | 12.96 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.95 | 28.78 |
Industrials | 18.70 | 9.88 |
Consumer Cyclical | 14.79 | 10.33 |
Financial Services | 11.79 | 14.94 |
Utilities | 8.56 | 2.65 |
Communication Services | 7.63 | 8.67 |
Energy | 3.72 | 3.68 |
Basic Materials | 2.66 | 2.36 |
Consumer Defensive | 2.16 | 6.17 |
Healthcare | 2.04 | 11.76 |
Number of long holdings: 98
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 4.78 | 761.78 | -1.32% | |
NVIDIA | US67066G1040 | 4.65 | 180.88 | +0.81% | |
Vistra Energy | US92840M1027 | 4.59 | 205.59 | +2.36% | |
Arthur J Gallagher | US3635761097 | 3.33 | 289.99 | +1.30% | |
Microsoft | US5949181045 | 2.83 | 520.84 | -0.78% | |
Constellation Energy | US21037T1097 | 2.55 | 336.34 | -0.63% | |
Apollo Global Management A | US03769M1062 | 2.51 | 141.25 | -3.17% | |
ON Semiconductor | US6821891057 | 2.07 | 47.59 | +1.30% | |
Amazon.com | US0231351067 | 2.03 | 223.17 | +0.39% | |
BYD Co Ltd-H | CNE100000296 | 1.92 | 112.80 | +1.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 160.4B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 113.87B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 63.68B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 67.4B | 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