
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.51 | 0.51 | 0.00 |
Shares | 96.32 | 96.32 | 0.00 |
Other | 3.17 | 3.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.99 | 20.75 |
Price to Book | 4.57 | 3.96 |
Price to Sales | 2.79 | 2.65 |
Price to Cash Flow | 13.85 | 13.91 |
Dividend Yield | 1.09 | 1.55 |
5 Years Earnings Growth | 10.24 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.40 | 28.78 |
Financial Services | 12.70 | 14.94 |
Consumer Cyclical | 12.67 | 10.33 |
Communication Services | 10.67 | 8.67 |
Industrials | 9.34 | 9.88 |
Healthcare | 8.68 | 11.76 |
Consumer Defensive | 5.08 | 6.17 |
Energy | 3.42 | 3.68 |
Basic Materials | 3.30 | 2.36 |
Real Estate | 2.92 | 2.25 |
Utilities | 0.82 | 2.65 |
Number of long holdings: 141
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.08 | 524.11 | -1.76% | |
NVIDIA | US67066G1040 | 6.95 | 173.72 | -2.33% | |
Apple | US0378331005 | 5.23 | 202.38 | -2.50% | |
Amazon.com | US0231351067 | 4.14 | 214.75 | -8.27% | |
Alphabet A | US02079K3059 | 3.04 | 189.13 | -1.44% | |
Meta Platforms | US30303M1027 | 3.02 | 750.01 | -3.03% | |
Space Exploration Tech Corp Pp | - | 2.24 | - | - | |
Visa A | US92826C8394 | 2.19 | 339.35 | -1.77% | |
Broadcom | US11135F1012 | 1.94 | 288.64 | -1.72% | |
Netflix | US64110L1061 | 1.49 | 1,158.60 | -0.07% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 6.20 | 19.70 | 13.63 | ||
Fidelity Contrafund | 160.4B | 11.81 | 28.39 | 16.00 | ||
Fidelity Total Market Index Instl b | 113.87B | 5.68 | 19.09 | 12.90 | ||
Fidelity International Index Inst | 63.68B | 20.59 | 16.23 | 6.71 | ||
Fidelity Blue Chip Growth | 67.4B | 4.18 | 29.97 | 17.91 |
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