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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 | 18.08 |
Price to Book | 2.86 | 2.87 |
Price to Sales | 2.40 | 2.00 |
Price to Cash Flow | 11.52 | 11.23 |
Dividend Yield | 2.83 | 1.97 |
5 Years Earnings Growth | 8.45 | 10.84 |
Name | Net % | Category Average |
---|---|---|
Real Estate | 21.18 | 4.20 |
Consumer Defensive | 11.49 | 6.76 |
Industrials | 10.96 | 11.32 |
Technology | 10.38 | 21.84 |
Financial Services | 9.49 | 15.49 |
Healthcare | 8.84 | 11.83 |
Energy | 7.86 | 5.36 |
Consumer Cyclical | 7.81 | 10.25 |
Utilities | 6.62 | 3.17 |
Communication Services | 3.92 | 7.73 |
Basic Materials | 1.46 | 3.56 |
Number of long holdings: 691
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
P&G | US7427181091 | 2.60 | 153.49 | +0.41% | |
Exxon Mobil | US30231G1022 | 2.58 | 105.95 | -0.53% | |
Coca-Cola | US1912161007 | 2.13 | 70.43 | +1.32% | |
Cisco | US17275R1023 | 1.57 | 69.90 | +1.00% | |
Equinix | US29444U7000 | 1.50 | 779.34 | +0.82% | |
AbbVie | US00287Y1091 | 1.48 | 198.86 | +1.30% | |
Prologis | US74340W1036 | 1.44 | 106.29 | +0.53% | |
McDonald’s | US5801351017 | 1.43 | 307.91 | +0.08% | |
J&J | US4781601046 | 1.25 | 171.53 | +0.55% | |
Eaton | IE00B8KQN827 | 1.13 | 360.16 | +0.56% |
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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