
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.07 | 5.17 | 0.10 |
Shares | 94.92 | 94.92 | 0.00 |
Other | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.00 | 17.44 |
Price to Book | 2.10 | 2.57 |
Price to Sales | 1.56 | 1.75 |
Price to Cash Flow | 11.47 | 12.12 |
Dividend Yield | 2.39 | 2.36 |
5 Years Earnings Growth | 12.35 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Industrials | 36.35 | 25.29 |
Consumer Cyclical | 16.62 | 12.13 |
Technology | 13.52 | 16.44 |
Financial Services | 7.63 | 11.77 |
Communication Services | 7.31 | 7.12 |
Basic Materials | 6.18 | 5.79 |
Healthcare | 4.53 | 9.89 |
Real Estate | 3.34 | 4.11 |
Consumer Defensive | 2.80 | 6.71 |
Energy | 1.49 | 2.26 |
Utilities | 0.22 | 1.32 |
Number of long holdings: 116
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lagercrantz B | SE0014990966 | 4.94 | 228.20 | +1.42% | |
iShares MSCI EAFE Small-Cap | US4642882736 | 4.89 | 71.22 | -0.11% | |
Addtech | SE0014781795 | 4.10 | 339.40 | +1.07% | |
Schwab amental Intl Small Company | US8085247489 | 3.60 | 40.72 | -0.27% | |
Azbil Corp | JP3937200008 | 3.10 | 1,264.5 | -0.12% | |
Morningstar | US6177001095 | 2.46 | 306.66 | -1.12% | |
Spectris | GB0003308607 | 2.33 | 2,033.4 | +0.37% | |
Interpump | IT0001078911 | 2.17 | 35.200 | +0.92% | |
Aalberts Industries | NL0000852564 | 1.95 | 31.26 | -0.57% | |
CTS Eventim AG | DE0005470306 | 1.91 | 108.500 | -0.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 633.85B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 144.14B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 105.88B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 62.35B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 60.06B | -12.53 | 16.00 | 16.01 |
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