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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.40 | 0.73 | 0.33 |
Shares | 99.60 | 99.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.60 | 16.08 |
Price to Book | 2.34 | 2.50 |
Price to Sales | 1.54 | 1.72 |
Price to Cash Flow | 9.82 | 10.49 |
Dividend Yield | 2.10 | 2.49 |
5 Years Earnings Growth | 8.68 | 9.27 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.66 | 21.45 |
Technology | 12.23 | 13.18 |
Industrials | 11.91 | 11.93 |
Healthcare | 11.33 | 14.63 |
Consumer Cyclical | 10.75 | 7.09 |
Communication Services | 7.54 | 5.87 |
Consumer Defensive | 7.52 | 8.21 |
Energy | 6.29 | 7.40 |
Utilities | 4.45 | 5.21 |
Real Estate | 4.20 | 3.38 |
Basic Materials | 2.12 | 3.38 |
Number of long holdings: 156
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Alphabet A | US02079K3059 | 2.84 | 206.09 | +3.17% | |
Amazon.com | US0231351067 | 2.56 | 228.84 | +3.10% | |
Bank of America | US0605051046 | 2.38 | 49.48 | +2.53% | |
Exxon Mobil | US30231G1022 | 2.31 | 111.28 | +1.88% | |
Wells Fargo&Co | US9497461015 | 2.02 | 79.10 | +1.63% | |
Boeing | US0970231058 | 1.79 | 230.12 | +2.52% | |
JPMorgan | US46625H1005 | 1.73 | 296.24 | +1.64% | |
P&G | US7427181091 | 1.65 | 158.67 | -0.04% | |
Chubb | CH0044328745 | 1.63 | 277.69 | -0.41% | |
Salesforce Inc | US79466L3024 | 1.57 | 248.29 | +1.00% |
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 |
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