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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.94 | 3.94 | 0.00 |
Shares | 93.73 | 93.73 | 0.00 |
Other | 2.33 | 2.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.41 | 27.46 |
Price to Book | 4.31 | 7.02 |
Price to Sales | 3.86 | 4.61 |
Price to Cash Flow | 14.05 | 17.95 |
Dividend Yield | 0.75 | 0.72 |
5 Years Earnings Growth | 11.33 | 12.85 |
Name | Net % | Category Average |
---|---|---|
Communication Services | 22.40 | 12.76 |
Financial Services | 21.85 | 10.01 |
Technology | 21.72 | 39.23 |
Healthcare | 10.55 | 10.78 |
Consumer Cyclical | 9.63 | 14.29 |
Industrials | 7.95 | 7.05 |
Consumer Defensive | 1.85 | 3.66 |
Basic Materials | 1.45 | 1.68 |
Energy | 1.35 | 1.39 |
Utilities | 0.89 | 1.18 |
Real Estate | 0.35 | 1.47 |
Number of long holdings: 330
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 12.52 | 720.83 | -2.34% | |
NVIDIA | US67066G1040 | 7.85 | 154.41 | -2.27% | |
Berkshire Hathaway A | US0846701086 | 7.24 | 731,907 | +0.43% | |
Amazon.com | US0231351067 | 4.75 | 220.64 | +0.57% | |
Netflix | US64110L1061 | 3.73 | 1,296.94 | -3.15% | |
Microsoft | US5949181045 | 3.70 | 492.67 | -0.95% | |
Eli Lilly | US5324571083 | 2.37 | 778.91 | -0.08% | |
Visa A | US92826C8394 | 2.31 | 356.34 | +0.36% | |
Apple | US0378331005 | 2.11 | 208.23 | +1.49% | |
Amphenol | US0320951017 | 1.82 | 97.49 | -1.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | 1.06 | 14.40 | 12.85 | ||
Fidelity Contrafund | 133.44B | 4.72 | 21.82 | 15.21 | ||
Fidelity Total Market Index Instl b | 99.37B | 0.53 | 13.74 | 12.15 | ||
Fidelity International Index Inst | 58.83B | 17.65 | 11.69 | 6.14 | ||
Fidelity Blue Chip Growth | 54.71B | -3.61 | 21.81 | 16.87 |
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