Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.01 | 0.01 | 0.00 |
Shares | 99.99 | 99.99 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.73 | 19.38 |
Price to Book | 3.62 | 3.66 |
Price to Sales | 2.30 | 2.32 |
Price to Cash Flow | 13.56 | 13.37 |
Dividend Yield | 1.48 | 1.63 |
5 Years Earnings Growth | 12.09 | 11.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.77 | 26.57 |
Financial Services | 12.87 | 14.16 |
Healthcare | 12.44 | 13.79 |
Consumer Cyclical | 10.83 | 10.32 |
Industrials | 9.30 | 10.13 |
Communication Services | 8.21 | 8.10 |
Consumer Defensive | 5.56 | 6.55 |
Energy | 3.80 | 4.36 |
Real Estate | 2.82 | 2.42 |
Basic Materials | 2.33 | 2.76 |
Utilities | 2.07 | 2.41 |
Number of long holdings: 3,870
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.19 | 409.06 | +0.37% | |
Apple | US0378331005 | 5.32 | 169.02 | +1.27% | |
NVIDIA | US67066G1040 | 3.94 | 796.77 | -3.33% | |
Amazon.com | US0231351067 | 3.24 | 176.59 | -1.64% | |
Meta Platforms | US30303M1027 | 2.19 | 493.50 | -0.52% | |
Alphabet A | US02079K3059 | 1.65 | 159.13 | +0.55% | |
Berkshire Hathaway B | US0846707026 | 1.50 | 405.88 | -0.70% | |
Alphabet C | US02079K1079 | 1.40 | 161.10 | +0.74% | |
Eli Lilly | US5324571083 | 1.21 | 731.62 | -1.89% | |
Broadcom | US11135F1012 | 1.15 | 1,256.82 | +0.61% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 534.04B | 10.55 | 11.48 | 12.95 | ||
Fidelity Contrafund | 128.94B | 17.98 | 12.69 | 14.65 | ||
Fidelity Contrafund K | 128.94B | 17.99 | 12.77 | 14.75 | ||
Strategic Advisers Core | 62.96B | 11.57 | 11.66 | 12.74 | ||
Fidelity Blue Chip Growth | 55.46B | 16.22 | 9.82 | 17.32 |
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