
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.30 | 5.43 | 0.13 |
Shares | 94.61 | 96.90 | 2.29 |
Bonds | 0.09 | 0.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.96 | 18.56 |
Price to Book | 2.72 | 3.05 |
Price to Sales | 1.73 | 2.26 |
Price to Cash Flow | 11.23 | 12.10 |
Dividend Yield | 1.57 | 2.05 |
5 Years Earnings Growth | 10.01 | 9.71 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.34 | 16.95 |
Technology | 20.89 | 24.24 |
Healthcare | 15.51 | 12.19 |
Industrials | 13.48 | 12.08 |
Consumer Cyclical | 12.69 | 10.43 |
Communication Services | 8.79 | 8.13 |
Energy | 3.50 | 3.34 |
Utilities | 3.34 | 2.50 |
Basic Materials | 0.45 | 3.95 |
Number of long holdings: 565
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amazon.com | US0231351067 | 3.69 | 221.35 | +3.56% | |
Alphabet A | US02079K3059 | 3.14 | 196.26 | +0.82% | |
Microsoft | US5949181045 | 2.88 | 524.87 | -0.55% | |
JPMorgan | US46625H1005 | 2.80 | 291.50 | +0.04% | |
Meta Platforms | US30303M1027 | 2.53 | 772.23 | +1.15% | |
UnitedHealth | US91324P1021 | 1.98 | 247.22 | -1.51% | |
Alibaba | KYG017191142 | 1.88 | 116.70 | +0.60% | |
AstraZeneca | GB0009895292 | 1.87 | 11,054.0 | -1.48% | |
Insulet | US45784P1012 | 1.87 | 278.43 | -0.91% | |
Mastercard | US57636Q1040 | 1.85 | 568.75 | +0.48% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 12.66B | -0.78 | 13.46 | 12.02 | ||
Fidelity Index World Fund P Accumul | 12.66B | -6.30 | 7.39 | 10.97 | ||
Fidelity Index US Fund Class A Acc | 8.03B | -4.23 | 14.26 | 14.47 | ||
Fidelity Index US Fund P Accumulati | 8.03B | -9.28 | 8.16 | 13.44 | ||
Fidelity European Acc | 4.09B | 8.10 | 10.25 | 9.21 |
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