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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.72 | 2.72 | 0.00 |
Shares | 97.01 | 97.01 | 0.00 |
Other | 0.27 | 0.27 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.75 | 14.19 |
Price to Book | 1.79 | 1.82 |
Price to Sales | 1.46 | 1.45 |
Price to Cash Flow | 9.24 | 8.61 |
Dividend Yield | 3.38 | 3.19 |
5 Years Earnings Growth | 8.32 | 9.51 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.27 | 20.72 |
Industrials | 18.53 | 16.55 |
Healthcare | 11.71 | 10.77 |
Technology | 9.66 | 12.68 |
Consumer Cyclical | 9.22 | 10.01 |
Consumer Defensive | 8.04 | 8.62 |
Communication Services | 5.67 | 6.20 |
Basic Materials | 5.38 | 6.62 |
Utilities | 3.24 | 3.04 |
Energy | 3.21 | 4.23 |
Real Estate | 2.06 | 2.25 |
Number of long holdings: 711
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Msci Eafe Fut Jun25 Mfsm5 | - | 3.48 | - | - | |
SAP | DE0007164600 | 1.61 | 245.000 | -0.45% | |
ASML Holding | NL0010273215 | 1.48 | 604.90 | -1.79% | |
Nestle | CH0038863350 | 1.43 | 73.32 | -1.11% | |
Novo Nordisk B | DK0062498333 | 1.17 | 452.1 | +1.14% | |
Roche Holding Participation | CH0012032048 | 1.16 | 259.20 | -2.23% | |
Novartis | CH0012005267 | 1.16 | 92.85 | -0.73% | |
AstraZeneca | GB0009895292 | 1.16 | 10,802.0 | -0.95% | |
HSBC | GB0005405286 | 1.08 | 958.40 | -0.26% | |
Shell | GB00BP6MXD84 | 1.03 | 30.74 | -0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 665.84B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 153.33B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 111.51B | 5.68 | 19.09 | 12.90 | ||
Fidelity Blue Chip Growth | 64.78B | 4.18 | 29.97 | 17.91 | ||
Fidelity Growth Company | 61.58B | 3.99 | 27.72 | 18.71 |
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