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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.970 | 9.020 | 0.050 |
Shares | 91.030 | 91.030 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.243 | 21.813 |
Price to Book | 2.958 | 4.341 |
Price to Sales | 1.831 | 2.764 |
Price to Cash Flow | 10.657 | 13.843 |
Dividend Yield | 1.519 | 1.505 |
5 Years Earnings Growth | 8.682 | 10.208 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 37.530 | 17.574 |
Healthcare | 17.580 | 13.039 |
Consumer Defensive | 17.150 | 6.935 |
Technology | 11.900 | 26.118 |
Consumer Cyclical | 6.350 | 10.870 |
Utilities | 4.920 | 3.333 |
Industrials | 4.560 | 8.337 |
Number of long holdings: 40
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Berkshire Hathaway B | US0846707026 | 8.93 | 468.19 | +0.86% | |
JM Smucker | US8326964058 | 6.98 | 109.71 | +0.10% | |
CACI | US1271903049 | 5.32 | 471.81 | +0.06% | |
Campbell’s | US1344291091 | 5.06 | 32.84 | +0.63% | |
Progressive | US7433151039 | 4.62 | 248.81 | +2.41% | |
Aon | IE00BLP1HW54 | 4.20 | 362.58 | +0.27% | |
Marsh McLennan | US5717481023 | 3.88 | 203.70 | +1.60% | |
Visa A | US92826C8394 | 3.81 | 339.73 | +0.68% | |
HCA | US40412C1018 | 3.55 | 367.09 | +0.90% | |
UnitedHealth | US91324P1021 | 3.46 | 247.29 | -1.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Global Innovators Class F | 11.51B | 4.16 | 32.76 | - | ||
Fidelity Canadian Growth Comp Sr A | 301.29M | 7.95 | 22.20 | 13.19 | ||
Fidelity Canadian Growth Comp Sr F | 2.71B | 8.68 | 23.88 | 14.74 | ||
Fidelity Canadian Growth Comp Sr B | 4.8B | 8.07 | 22.48 | 13.43 | ||
Fidelity Canadian Large Cap Sr F | 3.1B | 9.58 | 13.68 | 10.53 |
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