
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.81 | 1.81 | 0.00 |
Shares | 98.19 | 98.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.96 | 15.72 |
Price to Book | 2.86 | 2.50 |
Price to Sales | 2.05 | 1.70 |
Price to Cash Flow | 10.97 | 10.58 |
Dividend Yield | 2.35 | 2.51 |
5 Years Earnings Growth | 8.72 | 9.54 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.96 | 21.28 |
Healthcare | 14.45 | 15.41 |
Industrials | 11.75 | 11.75 |
Consumer Defensive | 9.68 | 8.40 |
Technology | 8.73 | 12.61 |
Consumer Cyclical | 8.04 | 6.78 |
Energy | 6.86 | 7.62 |
Utilities | 6.64 | 5.26 |
Communication Services | 6.46 | 5.56 |
Basic Materials | 3.37 | 3.41 |
Real Estate | 2.06 | 3.51 |
Number of long holdings: 125
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 3.90 | 243.55 | -0.45% | |
Exxon Mobil | US30231G1022 | 2.89 | 108.57 | -0.06% | |
AbbVie | US00287Y1091 | 2.37 | 186.06 | +3.15% | |
Walmart | US9311421039 | 2.37 | 95.09 | -0.78% | |
Linde PLC | IE000S9YS762 | 2.30 | 391.600 | -1.06% | |
UnitedHealth | US91324P1021 | 2.00 | 418.64 | -1.32% | |
GE Aerospace | US3696043013 | 1.98 | 198.43 | +0.52% | |
Wells Fargo&Co | US9497461015 | 1.97 | 69.73 | +0.24% | |
Bank of America | US0605051046 | 1.94 | 39.69 | +0.28% | |
P&G | US7427181091 | 1.90 | 161.02 | +0.93% |
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