
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.31 | 1.31 | 0.00 |
Shares | 98.64 | 98.69 | 0.05 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.32 | 20.22 |
Price to Book | 3.07 | 3.92 |
Price to Sales | 2.04 | 2.60 |
Price to Cash Flow | 11.27 | 13.92 |
Dividend Yield | 1.73 | 1.56 |
5 Years Earnings Growth | 11.43 | 11.10 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.93 | 27.94 |
Financial Services | 18.69 | 14.99 |
Industrials | 14.41 | 9.56 |
Healthcare | 12.18 | 12.52 |
Communication Services | 9.98 | 8.49 |
Energy | 8.43 | 3.90 |
Consumer Defensive | 4.43 | 6.26 |
Utilities | 4.29 | 2.75 |
Consumer Cyclical | 3.28 | 10.43 |
Basic Materials | 1.41 | 2.37 |
Real Estate | 0.98 | 2.31 |
Number of long holdings: 168
Number of short holdings: 10
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 6.74 | 73.68 | +0.68% | |
Microsoft | US5949181045 | 6.06 | 442.22 | +2.05% | |
GE Aerospace | US3696043013 | 5.71 | 216.39 | +3.08% | |
NVIDIA | US67066G1040 | 5.08 | 118.43 | +1.17% | |
Exxon Mobil | US30231G1022 | 4.49 | 107.02 | +2.30% | |
Boeing | US0970231058 | 3.41 | 192.66 | +3.82% | |
Meta Platforms | US30303M1027 | 3.35 | 605.78 | +1.50% | |
GE Vernova LLC | US36828A1016 | 2.94 | 400.00 | -1.67% | |
Bank of America | US0605051046 | 2.81 | 41.98 | +2.56% | |
Apple | US0378331005 | 2.65 | 199.34 | +1.57% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.28 | 9.05 | 12.49 | ||
Fidelity Contrafund | 133.44B | -4.05 | 13.09 | 14.36 | ||
Fidelity Total Market Index Instl b | 99.37B | -4.87 | 8.14 | 11.74 | ||
Fidelity International Index Inst | 58.83B | 7.95 | 6.78 | 5.63 | ||
Fidelity Blue Chip Growth | 54.71B | -13.06 | 10.03 | 15.84 |
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