
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.03 | 0.32 | 0.29 |
Shares | 99.97 | 99.97 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.90 | 19.98 |
Price to Book | 4.10 | 3.87 |
Price to Sales | 2.74 | 2.56 |
Price to Cash Flow | 14.07 | 13.67 |
Dividend Yield | 1.52 | 1.58 |
5 Years Earnings Growth | 10.33 | 10.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.00 | 27.75 |
Financial Services | 14.21 | 15.01 |
Healthcare | 11.19 | 12.65 |
Consumer Cyclical | 10.35 | 10.32 |
Communication Services | 9.33 | 8.43 |
Industrials | 7.46 | 9.60 |
Consumer Defensive | 6.03 | 6.33 |
Energy | 3.66 | 3.94 |
Utilities | 2.72 | 2.79 |
Real Estate | 2.27 | 2.32 |
Basic Materials | 1.79 | 2.38 |
Number of long holdings: 507
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.99 | 200.42 | +0.10% | |
Microsoft | US5949181045 | 5.85 | 457.36 | -0.72% | |
NVIDIA | US67066G1040 | 5.56 | 134.81 | -0.51% | |
Amazon.com | US0231351067 | 3.76 | 204.72 | -0.63% | |
Meta Platforms | US30303M1027 | 2.64 | 643.58 | +0.20% | |
Berkshire Hathaway B | US0846707026 | 2.05 | 503.11 | -1.19% | |
Alphabet A | US02079K3059 | 1.89 | 172.36 | -0.31% | |
Broadcom | US11135F1012 | 1.64 | 239.43 | +1.60% | |
Alphabet C | US02079K1079 | 1.55 | 173.38 | -0.34% | |
Tesla | US88160R1014 | 1.52 | 356.90 | -1.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 133.44B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 99.37B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 58.83B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 54.71B | -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