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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.22 | 0.22 | 0.00 |
Shares | 99.78 | 99.78 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.20 | 11.99 |
Price to Book | 1.52 | 1.44 |
Price to Sales | 2.05 | 2.24 |
Price to Cash Flow | 12.48 | 56.23 |
Dividend Yield | 2.74 | 2.84 |
5 Years Earnings Growth | 14.73 | 11.10 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 95.12 | 93.97 |
Technology | 2.98 | 7.28 |
Industrials | 1.34 | 3.74 |
Consumer Cyclical | 0.56 | 0.88 |
Number of long holdings: 68
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 9.47 | 441.16 | -0.36% | |
Wells Fargo&Co | US9497461015 | 7.92 | 59.39 | +3.42% | |
Bank of America | US0605051046 | 5.69 | 39.78 | +1.35% | |
Reinsurance of America | US7593516047 | 3.87 | 205.27 | -0.41% | |
Citigroup | US1729674242 | 3.23 | 63.46 | +3.10% | |
Morgan Stanley | US6174464486 | 2.82 | 97.19 | +1.48% | |
Chubb | CH0044328745 | 2.75 | 255.05 | -2.66% | |
M&T Bank | US55261F1049 | 2.38 | 151.36 | +2.51% | |
Apollo Global Management A | US03769M1062 | 2.32 | 118.07 | +0.06% | |
Moody’s | US6153691059 | 2.07 | 420.93 | +0.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 540.14B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 91.97B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 63.32B | 12.34 | 9.59 | 12.55 |
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