
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.04 | 0.68 | 0.64 |
Shares | 99.96 | 99.96 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.49 | 20.27 |
Price to Book | 3.43 | 3.93 |
Price to Sales | 1.93 | 2.60 |
Price to Cash Flow | 11.61 | 13.96 |
Dividend Yield | 1.56 | 1.55 |
5 Years Earnings Growth | 11.82 | 11.12 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.21 | 27.98 |
Healthcare | 14.20 | 12.50 |
Financial Services | 12.49 | 14.97 |
Consumer Cyclical | 11.19 | 10.46 |
Communication Services | 9.54 | 8.51 |
Industrials | 9.54 | 9.57 |
Consumer Defensive | 5.22 | 6.24 |
Energy | 5.06 | 3.89 |
Basic Materials | 1.64 | 2.37 |
Real Estate | 1.38 | 2.30 |
Utilities | 0.54 | 2.74 |
Number of long holdings: 177
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.69 | 209.28 | +0.44% | |
Microsoft | US5949181045 | 6.16 | 391.85 | +1.17% | |
NVIDIA | US67066G1040 | 3.48 | 111.01 | +4.30% | |
Amazon.com | US0231351067 | 2.74 | 188.99 | +1.31% | |
Alphabet C | US02079K1079 | 2.37 | 163.85 | +1.47% | |
Berkshire Hathaway B | US0846707026 | 2.27 | 530.96 | -0.13% | |
Alphabet A | US02079K3059 | 2.14 | 161.96 | +1.68% | |
Tesla | US88160R1014 | 2.05 | 284.95 | +9.80% | |
Meta Platforms | US30303M1027 | 1.98 | 547.27 | +2.65% | |
UnitedHealth | US91324P1021 | 1.86 | 418.64 | -1.32% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 597.55B | -4.28 | 9.05 | 12.49 | ||
Fidelity Contrafund | 133.27B | -4.05 | 13.09 | 14.36 | ||
Fidelity Total Market Index Instl b | 100.03B | -4.87 | 8.14 | 11.74 | ||
Fidelity International Index Inst | 56.32B | 7.95 | 6.78 | 5.63 | ||
Fidelity Blue Chip Growth | 54.94B | -13.06 | 10.03 | 15.84 |
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