
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.88 | 2.91 | 0.03 |
Shares | 94.13 | 94.13 | 0.00 |
Other | 2.98 | 2.98 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.76 | 27.46 |
Price to Book | 4.20 | 7.02 |
Price to Sales | 3.88 | 4.61 |
Price to Cash Flow | 14.19 | 17.95 |
Dividend Yield | 0.71 | 0.72 |
5 Years Earnings Growth | 11.29 | 12.85 |
Name | Net % | Category Average |
---|---|---|
Communication Services | 24.85 | 12.76 |
Technology | 22.05 | 39.23 |
Financial Services | 21.87 | 10.01 |
Consumer Cyclical | 10.06 | 14.29 |
Healthcare | 9.54 | 10.78 |
Industrials | 5.85 | 7.05 |
Consumer Defensive | 2.20 | 3.66 |
Basic Materials | 1.31 | 1.68 |
Energy | 1.16 | 1.39 |
Utilities | 0.96 | 1.18 |
Real Estate | 0.13 | 1.47 |
Number of long holdings: 349
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 15.50 | 719.01 | +0.76% | |
Berkshire Hathaway A | US0846701086 | 10.35 | 727,455 | +0.97% | |
NVIDIA | US67066G1040 | 7.04 | 159.34 | +1.33% | |
Amazon.com | US0231351067 | 5.97 | 223.41 | +1.59% | |
Microsoft | US5949181045 | 4.77 | 498.84 | +1.58% | |
Netflix | US64110L1061 | 3.02 | 1,297.18 | +0.96% | |
Apple | US0378331005 | 2.82 | 213.55 | +0.52% | |
Eli Lilly | US5324571083 | 2.78 | 780.67 | +0.18% | |
Amphenol | US0320951017 | 2.03 | 99.46 | +0.95% | |
Alphabet A | US02079K3059 | 2.01 | 179.53 | +0.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | 1.06 | 14.40 | 12.85 | ||
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 | ||
Fidelity Growth Company | 52.49B | -3.07 | 21.04 | 17.72 |
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