
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.23 | 1.37 | 0.14 |
Shares | 98.43 | 98.43 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Other | 0.33 | 0.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.57 | 20.17 |
Price to Book | 3.77 | 3.87 |
Price to Sales | 2.56 | 2.57 |
Price to Cash Flow | 13.82 | 13.63 |
Dividend Yield | 1.44 | 1.58 |
5 Years Earnings Growth | 9.53 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.81 | 28.02 |
Financial Services | 13.66 | 14.98 |
Healthcare | 10.71 | 12.33 |
Consumer Cyclical | 10.70 | 10.35 |
Communication Services | 9.45 | 8.50 |
Industrials | 8.77 | 9.77 |
Consumer Defensive | 6.10 | 6.35 |
Energy | 3.30 | 3.79 |
Utilities | 2.38 | 2.70 |
Real Estate | 2.25 | 2.31 |
Basic Materials | 1.87 | 2.39 |
Number of long holdings: 339
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 8.32 | 201.08 | +0.04% | |
Microsoft | US5949181045 | 7.76 | 495.88 | -0.32% | |
NVIDIA | US67066G1040 | 6.19 | 157.75 | +1.76% | |
Amazon.com | US0231351067 | 4.44 | 223.30 | +2.85% | |
Alphabet A | US02079K3059 | 3.35 | 178.49 | +2.85% | |
Meta Platforms | US30303M1027 | 2.93 | 733.63 | +1.04% | |
Exxon Mobil | US30231G1022 | 1.51 | 109.38 | -0.55% | |
Tesla | US88160R1014 | 1.40 | 323.62 | -0.66% | |
Netflix | US64110L1061 | 1.30 | 1,323.12 | +1.26% | |
Cisco | US17275R1023 | 1.24 | 68.65 | -0.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | 1.06 | 14.40 | 12.85 | ||
Fidelity Contrafund | 133.44B | 4.72 | 21.82 | 15.21 | ||
Fidelity Total Market Index Instl b | 99.37B | 0.53 | 13.74 | 12.15 | ||
Fidelity International Index Inst | 58.83B | 17.65 | 11.69 | 6.14 | ||
Fidelity Blue Chip Growth | 54.71B | -3.61 | 21.81 | 16.87 |
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