
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.02 | 1.02 | 0.00 |
Shares | 98.71 | 98.71 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Other | 0.24 | 0.24 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.84 | 29.16 |
Price to Book | 6.22 | 7.42 |
Price to Sales | 3.89 | 4.88 |
Price to Cash Flow | 14.22 | 18.63 |
Dividend Yield | 0.69 | 0.71 |
5 Years Earnings Growth | 10.55 | 12.73 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.01 | 40.42 |
Consumer Cyclical | 18.71 | 14.15 |
Healthcare | 13.96 | 10.10 |
Communication Services | 11.16 | 12.85 |
Financial Services | 9.49 | 9.70 |
Industrials | 9.19 | 7.11 |
Consumer Defensive | 2.23 | 3.52 |
Energy | 1.46 | 1.29 |
Basic Materials | 0.80 | 1.62 |
Number of long holdings: 146
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 11.85 | 175.64 | -3.50% | |
Amazon.com | US0231351067 | 10.85 | 228.01 | -1.50% | |
Microsoft | US5949181045 | 6.01 | 509.74 | -1.42% | |
Alphabet A | US02079K3059 | 4.62 | 201.57 | -0.95% | |
Apple | US0378331005 | 3.98 | 230.57 | -0.14% | |
Taiwan Semiconductor | US8740391003 | 2.54 | 232.70 | -3.61% | |
Mastercard | US57636Q1040 | 2.46 | 585.51 | +0.23% | |
Eli Lilly | US5324571083 | 2.42 | 703.21 | +0.74% | |
Meta Platforms | US30303M1027 | 2.41 | 751.58 | -2.06% | |
Visa A | US92826C8394 | 2.35 | 342.45 | -0.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Fidelity Contrafund | 160.4B | 15.36 | 26.02 | 15.97 | ||
Fidelity Total Market Index Instl b | 113.87B | 8.09 | 16.45 | 12.97 | ||
Fidelity Blue Chip Growth | 67.4B | 8.95 | 26.27 | 17.98 | ||
Fidelity Growth Company | 64.44B | 9.25 | 25.04 | 18.87 |
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