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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.68 | 2.69 | 0.01 |
Shares | 97.32 | 97.32 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.32 | 15.70 |
Price to Book | 2.23 | 2.47 |
Price to Sales | 1.45 | 1.69 |
Price to Cash Flow | 9.40 | 10.42 |
Dividend Yield | 2.28 | 2.54 |
5 Years Earnings Growth | 9.42 | 9.60 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.08 | 21.26 |
Healthcare | 14.03 | 15.39 |
Industrials | 12.66 | 11.76 |
Technology | 10.43 | 12.58 |
Consumer Cyclical | 9.17 | 6.80 |
Consumer Defensive | 8.13 | 8.55 |
Energy | 6.90 | 7.50 |
Utilities | 5.01 | 5.32 |
Real Estate | 4.90 | 3.51 |
Communication Services | 4.42 | 5.55 |
Basic Materials | 2.26 | 3.40 |
Number of long holdings: 171
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 2.47 | 108.17 | -1.11% | |
Bank of America | US0605051046 | 2.28 | 47.15 | +0.06% | |
Boeing | US0970231058 | 2.11 | 208.79 | -2.69% | |
Wells Fargo&Co | US9497461015 | 2.05 | 80.19 | +0.87% | |
Norfolk Southern | US6558441084 | 1.95 | 255.95 | +0.05% | |
Westinghouse Air Brake | US9297401088 | 1.94 | 210.13 | +1.17% | |
Chubb | CH0044328745 | 1.75 | 288.66 | +1.24% | |
Walmart | US9311421039 | 1.70 | 97.24 | -0.03% | |
Allison Transmission | US01973R1014 | 1.64 | 95.39 | +0.77% | |
JPMorgan | US46625H1005 | 1.63 | 290.22 | +1.08% |
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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