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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.050 | 0.410 | 0.360 |
Shares | 99.950 | 99.950 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.164 | 17.126 |
Price to Book | 2.576 | 2.389 |
Price to Sales | 1.583 | 1.500 |
Price to Cash Flow | 10.689 | 10.465 |
Dividend Yield | 1.720 | 1.534 |
5 Years Earnings Growth | 11.353 | 11.801 |
Name | Net % | Category Average |
---|---|---|
Industrials | 19.320 | 19.643 |
Technology | 17.030 | 15.622 |
Financial Services | 13.910 | 15.128 |
Consumer Cyclical | 11.120 | 13.598 |
Healthcare | 10.100 | 9.885 |
Real Estate | 7.540 | 7.262 |
Utilities | 4.930 | 3.800 |
Energy | 4.800 | 5.159 |
Basic Materials | 4.520 | 5.378 |
Communication Services | 3.480 | 3.027 |
Consumer Defensive | 3.260 | 4.484 |
Number of long holdings: 815
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
CrowdStrike Holdings | US22788C1053 | 0.62 | 292.54 | -3.78% | |
Parker-Hannifin | US7010941042 | 0.62 | 544.91 | -1.72% | |
KKR & Co | US48251W1045 | 0.59 | 93.06 | -2.33% | |
Trane Technologies | IE00BK9ZQ967 | 0.58 | 317.36 | +5.48% | |
Amphenol | US0320951017 | 0.57 | 120.77 | -1.12% | |
Phillips 66 | US7185461040 | 0.57 | 143.21 | -5.50% | |
Transdigm | US8936411003 | 0.56 | 1,248.15 | -0.84% | |
Marvell | US5738741041 | 0.55 | 65.91 | -4.13% | |
Apollo Global Management A | US03769M1062 | 0.53 | 108.39 | -2.27% | |
PACCAR | US6937181088 | 0.51 | 106.11 | -6.63% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Fidelity Total Market Index Instl b | 90.96B | 10.05 | 9.66 | 12.27 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 |
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