
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.72 | 1.75 | 1.03 |
Shares | 99.02 | 99.02 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Other | 0.24 | 0.24 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.47 | 21.21 |
Price to Book | 4.27 | 4.02 |
Price to Sales | 3.02 | 2.72 |
Price to Cash Flow | 15.16 | 14.15 |
Dividend Yield | 1.19 | 1.51 |
5 Years Earnings Growth | 11.96 | 10.72 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.99 | 29.39 |
Financial Services | 13.40 | 14.82 |
Consumer Cyclical | 10.62 | 10.34 |
Communication Services | 10.59 | 8.86 |
Healthcare | 8.81 | 11.45 |
Industrials | 8.53 | 9.84 |
Consumer Defensive | 5.10 | 5.94 |
Energy | 3.09 | 3.65 |
Utilities | 2.27 | 2.60 |
Real Estate | 1.90 | 2.19 |
Basic Materials | 1.70 | 2.37 |
Number of long holdings: 340
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 8.97 | 189.11 | +2.20% | |
Microsoft | US5949181045 | 8.59 | 524.85 | +0.17% | |
Apple | US0378331005 | 6.43 | 258.06 | +0.62% | |
Alphabet A | US02079K3059 | 4.81 | 244.62 | -0.46% | |
Amazon.com | US0231351067 | 4.74 | 225.22 | +1.55% | |
Meta Platforms | US30303M1027 | 3.38 | 717.84 | +0.67% | |
Broadcom | US11135F1012 | 2.11 | 345.50 | +2.70% | |
Mastercard | US57636Q1040 | 1.34 | 576.44 | -0.59% | |
Tesla | US88160R1014 | 1.33 | 438.69 | +1.29% | |
Exxon Mobil | US30231G1022 | 1.32 | 114.02 | -0.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 681.82B | 10.78 | 19.52 | 14.59 | ||
Fidelity Contrafund | 160.4B | 15.64 | 27.85 | 16.71 | ||
Fidelity Total Market Index Instl b | 113.87B | 10.54 | 18.84 | 13.93 | ||
Fidelity Blue Chip Growth | 67.4B | 10.09 | 28.45 | 18.90 | ||
Fidelity Growth Company | 64.44B | 10.78 | 27.12 | 19.87 |
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