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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.90 | 0.90 | 0.00 |
Shares | 69.62 | 69.62 | 0.00 |
Bonds | 1.35 | 1.35 | 0.00 |
Convertible | 13.78 | 13.78 | 0.00 |
Preferred | 14.31 | 14.31 | 0.00 |
Other | 0.04 | 0.04 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.02 | 18.23 |
Price to Book | 2.86 | 2.89 |
Price to Sales | 2.40 | 2.02 |
Price to Cash Flow | 11.52 | 11.34 |
Dividend Yield | 2.83 | 1.96 |
5 Years Earnings Growth | 8.45 | 10.78 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 21.18 | 4.11 |
Consumer Defensive | 11.49 | 6.74 |
Industrials | 10.96 | 11.41 |
Technology | 10.38 | 21.96 |
Financial Services | 9.49 | 15.43 |
Healthcare | 8.84 | 11.81 |
Energy | 7.86 | 5.30 |
Consumer Cyclical | 7.81 | 10.24 |
Utilities | 6.62 | 3.15 |
Communication Services | 3.92 | 7.76 |
Basic Materials | 1.46 | 3.55 |
Number of long holdings: 691
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
P&G | US7427181091 | 2.60 | 157.04 | +0.89% | |
Exxon Mobil | US30231G1022 | 2.58 | 114.29 | +0.83% | |
Coca-Cola | US1912161007 | 2.13 | 68.99 | +0.92% | |
Cisco | US17275R1023 | 1.57 | 69.09 | -0.49% | |
Equinix | US29444U7000 | 1.50 | 786.19 | -0.02% | |
AbbVie | US00287Y1091 | 1.48 | 210.40 | +1.19% | |
Prologis | US74340W1036 | 1.44 | 113.78 | +1.01% | |
McDonald’s | US5801351017 | 1.43 | 313.54 | +0.42% | |
J&J | US4781601046 | 1.25 | 177.17 | +0.98% | |
Eaton | IE00B8KQN827 | 1.13 | 349.14 | -1.74% |
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 | 8.98 | 26.28 | 17.99 | ||
Fidelity Growth Company | 64.44B | 9.25 | 25.04 | 18.87 |
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