
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.27 | 3.27 | 0.00 |
Shares | 96.73 | 96.73 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.62 | 15.64 |
Price to Book | 1.65 | 2.46 |
Price to Sales | 0.84 | 1.68 |
Price to Cash Flow | 7.37 | 10.41 |
Dividend Yield | 2.90 | 2.54 |
5 Years Earnings Growth | 8.07 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 23.22 | 15.49 |
Financial Services | 23.20 | 21.23 |
Energy | 11.57 | 7.52 |
Industrials | 10.54 | 11.73 |
Consumer Defensive | 9.04 | 8.56 |
Technology | 6.04 | 12.50 |
Consumer Cyclical | 5.30 | 6.81 |
Utilities | 4.56 | 5.34 |
Communication Services | 4.00 | 5.55 |
Basic Materials | 2.53 | 3.40 |
Number of long holdings: 35
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Cigna | US1255231003 | 7.64 | 314.35 | -0.02% | |
Centene | US15135B1017 | 5.79 | 54.40 | -1.36% | |
Shell ADR | US7802593050 | 5.14 | 72.40 | +0.56% | |
UnitedHealth | US91324P1021 | 5.10 | 302.01 | -1.69% | |
Bank of America | US0605051046 | 5.06 | 45.50 | +0.98% | |
Exxon Mobil | US30231G1022 | 4.60 | 114.70 | +1.33% | |
Keurig Dr Pepper | US49271V1008 | 3.95 | 33.58 | +1.11% | |
H&R Block | US0936711052 | 3.94 | 54.88 | -0.44% | |
Travelers | US89417E1091 | 3.88 | 264.98 | +0.03% | |
Chubb | CH0044328745 | 3.58 | 283.82 | +0.59% |
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