
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.85 | 0.85 | 0.00 |
Shares | 98.88 | 98.88 | 0.00 |
Bonds | 0.04 | 0.04 | 0.00 |
Other | 0.22 | 0.22 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.80 | 27.71 |
Price to Book | 4.91 | 7.11 |
Price to Sales | 3.13 | 4.68 |
Price to Cash Flow | 14.31 | 18.39 |
Dividend Yield | 0.96 | 0.70 |
5 Years Earnings Growth | 11.40 | 13.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.31 | 39.48 |
Healthcare | 18.44 | 10.84 |
Consumer Cyclical | 14.82 | 14.45 |
Financial Services | 14.02 | 9.90 |
Industrials | 10.06 | 6.88 |
Communication Services | 8.73 | 12.69 |
Consumer Defensive | 3.35 | 3.49 |
Energy | 2.82 | 1.38 |
Basic Materials | 1.97 | 1.64 |
Utilities | 1.48 | 1.15 |
Number of long holdings: 148
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 6.98 | 118.47 | +1.20% | |
Amazon.com | US0231351067 | 5.48 | 194.05 | +2.83% | |
Microsoft | US5949181045 | 4.20 | 441.56 | +1.89% | |
Apple | US0378331005 | 3.69 | 199.50 | +1.66% | |
Mastercard | US57636Q1040 | 3.63 | 571.58 | +0.93% | |
Boston Scientific | US1011371077 | 3.54 | 103.98 | -0.78% | |
Alphabet A | US02079K3059 | 2.69 | 155.78 | +2.90% | |
Visa A | US92826C8394 | 1.96 | 354.11 | +1.22% | |
AbbVie | US00287Y1091 | 1.84 | 185.42 | -1.42% | |
Deere&Company | US2441991054 | 1.82 | 493.81 | +4.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.28 | 9.05 | 12.49 | ||
Fidelity Contrafund | 133.44B | -4.05 | 13.09 | 14.36 | ||
Fidelity Total Market Index Instl b | 99.37B | -4.87 | 8.14 | 11.74 | ||
Fidelity International Index Inst | 58.83B | 7.95 | 6.78 | 5.63 | ||
Fidelity Blue Chip Growth | 54.71B | -13.06 | 10.03 | 15.84 |
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