
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.89 | 1.89 | 0.00 |
Shares | 98.11 | 98.23 | 0.12 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.73 | 15.72 |
Price to Book | 2.11 | 2.50 |
Price to Sales | 1.15 | 1.70 |
Price to Cash Flow | 8.25 | 10.58 |
Dividend Yield | 3.21 | 2.51 |
5 Years Earnings Growth | 7.95 | 9.54 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.68 | 21.28 |
Healthcare | 17.28 | 15.41 |
Technology | 11.32 | 12.61 |
Consumer Defensive | 10.03 | 8.40 |
Energy | 9.36 | 7.62 |
Consumer Cyclical | 6.98 | 6.78 |
Communication Services | 6.81 | 5.56 |
Utilities | 6.75 | 5.26 |
Industrials | 6.26 | 11.75 |
Real Estate | 4.56 | 3.51 |
Basic Materials | 0.98 | 3.41 |
Number of long holdings: 112
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell ADR | US7802593050 | 3.11 | 65.86 | +1.25% | |
U.S. Bancorp | US9029733048 | 2.60 | 39.92 | -0.32% | |
Comcast | US20030N1019 | 2.58 | 33.90 | +2.14% | |
Exxon Mobil | US30231G1022 | 2.54 | 108.57 | -0.06% | |
Wells Fargo&Co | US9497461015 | 2.53 | 69.73 | +0.24% | |
J&J | US4781601046 | 2.44 | 154.58 | -0.23% | |
Cisco | US17275R1023 | 2.30 | 56.71 | +0.75% | |
Merck&Co | US58933Y1055 | 2.25 | 82.74 | +3.63% | |
M&T Bank | US55261F1049 | 2.09 | 167.39 | -1.05% | |
UnitedHealth | US91324P1021 | 2.05 | 418.64 | -1.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 597.55B | -4.28 | 9.05 | 12.49 | ||
Fidelity Contrafund | 133.27B | -4.05 | 13.09 | 14.36 | ||
Fidelity Total Market Index Instl b | 100.03B | -4.87 | 8.14 | 11.74 | ||
Fidelity International Index Inst | 56.32B | 7.95 | 6.78 | 5.63 | ||
Fidelity Blue Chip Growth | 54.94B | -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