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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.12 | 3.12 | 0.00 |
Shares | 96.60 | 96.67 | 0.07 |
Convertible | 0.09 | 0.09 | 0.00 |
Other | 0.19 | 0.19 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.34 | 20.26 |
Price to Book | 2.90 | 3.82 |
Price to Sales | 1.88 | 2.50 |
Price to Cash Flow | 13.92 | 13.97 |
Dividend Yield | 1.87 | 1.58 |
5 Years Earnings Growth | 10.60 | 11.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.12 | 27.57 |
Financial Services | 18.48 | 14.16 |
Industrials | 14.44 | 9.75 |
Healthcare | 13.55 | 13.53 |
Energy | 10.10 | 4.14 |
Consumer Defensive | 5.79 | 6.41 |
Utilities | 4.27 | 2.66 |
Communication Services | 3.80 | 8.14 |
Consumer Cyclical | 2.41 | 10.06 |
Real Estate | 1.77 | 2.41 |
Basic Materials | 1.27 | 2.62 |
Number of long holdings: 176
Number of short holdings: 30
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.85 | 406.35 | -6.03% | |
Exxon Mobil | US30231G1022 | 6.84 | 116.78 | +0.08% | |
Wells Fargo&Co | US9497461015 | 5.37 | 64.92 | -0.75% | |
GE Aerospace | US3696043013 | 4.97 | 171.78 | -1.64% | |
NVIDIA | US67066G1040 | 4.07 | 132.76 | -4.72% | |
Apple | US0378331005 | 2.95 | 225.68 | -1.92% | |
Bank of America | US0605051046 | 2.71 | 41.82 | -1.16% | |
UnitedHealth | US91324P1021 | 2.12 | 564.50 | +0.27% | |
Visa A | US92826C8394 | 1.83 | 289.89 | -0.09% | |
Boeing | US0970231058 | 1.70 | 149.31 | -3.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 599.39B | 22.06 | 11.90 | 13.37 | ||
Fidelity Contrafund | 128.94B | 31.29 | 12.42 | 15.24 | ||
Fidelity Contrafund K | 128.94B | 31.38 | 12.49 | 15.34 | ||
Fidelity Total Market Index Instl b | 100.71B | 20.61 | 10.15 | 12.77 | ||
Fidelity Blue Chip Growth | 62.02B | 28.02 | 9.46 | 17.68 |
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