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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.06 | 3.07 | 0.01 |
Shares | 95.69 | 95.73 | 0.04 |
Convertible | 0.10 | 0.10 | 0.00 |
Preferred | 0.94 | 0.94 | 0.00 |
Other | 0.21 | 0.22 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.04 | 20.56 |
Price to Book | 2.87 | 3.99 |
Price to Sales | 1.97 | 2.64 |
Price to Cash Flow | 13.19 | 14.31 |
Dividend Yield | 1.94 | 1.53 |
5 Years Earnings Growth | 9.77 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.91 | 28.33 |
Financial Services | 21.41 | 14.77 |
Industrials | 14.15 | 9.55 |
Healthcare | 12.41 | 12.28 |
Energy | 9.28 | 3.81 |
Consumer Defensive | 5.21 | 6.08 |
Utilities | 5.01 | 2.70 |
Communication Services | 4.50 | 8.68 |
Consumer Cyclical | 2.54 | 10.60 |
Real Estate | 1.53 | 2.27 |
Basic Materials | 1.04 | 2.35 |
Number of long holdings: 172
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.99 | 382.19 | +1.81% | |
Wells Fargo&Co | US9497461015 | 6.93 | 71.31 | -0.67% | |
Exxon Mobil | US30231G1022 | 5.54 | 119.04 | +0.09% | |
GE Aerospace | US3696043013 | 5.15 | 203.79 | +1.82% | |
NVIDIA | US67066G1040 | 3.51 | 110.15 | +1.63% | |
Bank of America | US0605051046 | 2.94 | 41.48 | -0.60% | |
Apple | US0378331005 | 2.85 | 223.19 | +0.48% | |
GE Vernova LLC | US36828A1016 | 2.48 | 315.64 | +3.39% | |
Visa A | US92826C8394 | 2.16 | 346.35 | -1.17% | |
UnitedHealth | US91324P1021 | 1.92 | 523.12 | -0.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 597.55B | 1.44 | 12.54 | 12.97 | ||
Fidelity Contrafund | 133.27B | 3.52 | 17.24 | 15.17 | ||
Fidelity Contrafund K | 11.68B | 3.55 | 17.32 | 15.27 | ||
Fidelity Total Market Index Instl b | 100.03B | 1.12 | 11.54 | 12.30 | ||
Fidelity Blue Chip Growth | 54.94B | -2.84 | 15.11 | 17.11 |
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