
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.87 | 2.87 | 0.00 |
Shares | 94.84 | 94.84 | 0.00 |
Other | 2.28 | 2.28 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.51 | 29.16 |
Price to Book | 4.99 | 7.42 |
Price to Sales | 4.50 | 4.88 |
Price to Cash Flow | 14.78 | 18.63 |
Dividend Yield | 0.79 | 0.71 |
5 Years Earnings Growth | 10.78 | 12.73 |
Name | Net % | Category Average |
---|---|---|
Communication Services | 24.95 | 12.85 |
Technology | 24.60 | 40.42 |
Financial Services | 19.98 | 9.70 |
Consumer Cyclical | 9.68 | 14.15 |
Industrials | 8.74 | 7.11 |
Healthcare | 7.18 | 10.10 |
Consumer Defensive | 1.69 | 3.52 |
Basic Materials | 1.22 | 1.62 |
Utilities | 1.17 | 1.24 |
Energy | 0.69 | 1.29 |
Real Estate | 0.09 | 1.42 |
Number of long holdings: 341
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 14.95 | 751.48 | -2.07% | |
NVIDIA | US67066G1040 | 10.06 | 175.64 | -3.50% | |
Berkshire Hathaway A | US0846701086 | 5.90 | 727,200 | +1.27% | |
Amazon.com | US0231351067 | 5.05 | 228.01 | -1.50% | |
Microsoft | US5949181045 | 4.27 | 509.77 | -1.42% | |
Netflix | US64110L1061 | 3.96 | 1,214.15 | -2.48% | |
Visa A | US92826C8394 | 2.16 | 342.45 | -0.08% | |
Amphenol | US0320951017 | 2.12 | 109.98 | -0.97% | |
JPMorgan | US46625H1005 | 1.89 | 290.66 | -0.30% | |
GE Vernova LLC | US36828A1016 | 1.63 | 603.13 | -3.50% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 8.58 | 17.09 | 13.65 | ||
Fidelity Contrafund | 160.4B | 15.36 | 26.02 | 15.97 | ||
Fidelity Total Market Index Instl b | 113.87B | 8.09 | 16.45 | 12.97 | ||
Fidelity Blue Chip Growth | 67.4B | 8.95 | 26.27 | 17.98 | ||
Fidelity Growth Company | 64.44B | 9.25 | 25.04 | 18.87 |
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