Please try another search
| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 0.13 | 0.18 | 0.05 |
| Shares | 99.37 | 99.37 | 0.00 |
| Preferred | 0.50 | 0.50 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 17.00 | 17.41 |
| Price to Book | 3.06 | 3.27 |
| Price to Sales | 0.98 | 1.08 |
| Price to Cash Flow | 12.01 | 12.38 |
| Dividend Yield | 2.78 | 2.72 |
| 5 Years Earnings Growth | 5.43 | 5.96 |
| Name | Net % | Category Average |
|---|---|---|
| Consumer Defensive | 94.50 | 94.02 |
| Industrials | 4.35 | 3.85 |
| Consumer Cyclical | 1.15 | 2.85 |
Number of long holdings: 39
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Coca-Cola | US1912161007 | 13.53 | 68.90 | -0.12% | |
| P&G | US7427181091 | 11.90 | 150.37 | +0.53% | |
| Keurig Dr Pepper | US49271V1008 | 9.29 | 27.16 | -1.88% | |
| Walmart | US9311421039 | 8.55 | 101.18 | -1.03% | |
| Constellation Brands A | US21036P1084 | 4.58 | 131.38 | +1.94% | |
| Energizer | US29272W1099 | 4.32 | 23.23 | +0.13% | |
| Bunge | CH1300646267 | 4.25 | 94.60 | -0.57% | |
| Costco | US22160K1051 | 3.43 | 911.45 | -0.95% | |
| Target | US87612E1064 | 3.30 | 92.72 | -0.22% | |
| Mondelez | US6092071058 | 2.89 | 57.46 | -0.54% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Pr | 722.95B | 14.82 | 24.92 | 15.29 | ||
| Fidelity Contrafund | 162.29B | 18.66 | 32.68 | 17.26 | ||
| Fidelity Total Market Index Instl b | 120.49B | 14.36 | 24.18 | 14.66 | ||
| Fidelity Blue Chip Growth | 71.08B | 15.85 | 35.38 | 19.97 | ||
| Fidelity Growth Company | 69.53B | 18.62 | 34.67 | 21.18 |
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