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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.04 | 0.61 | 0.57 |
Shares | 99.80 | 99.80 | 0.00 |
Other | 0.16 | 0.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.86 | 14.81 |
Price to Book | 1.62 | 2.01 |
Price to Sales | 0.76 | 1.19 |
Price to Cash Flow | 6.68 | 8.89 |
Dividend Yield | 1.96 | 2.17 |
5 Years Earnings Growth | 10.17 | 10.12 |
Name | Net % | Category Average |
---|---|---|
Industrials | 17.87 | 16.39 |
Consumer Cyclical | 13.77 | 11.55 |
Financial Services | 13.39 | 17.54 |
Healthcare | 10.74 | 10.36 |
Energy | 8.78 | 6.30 |
Basic Materials | 7.69 | 4.78 |
Technology | 7.38 | 11.19 |
Utilities | 6.83 | 6.87 |
Real Estate | 6.40 | 7.62 |
Consumer Defensive | 5.61 | 6.65 |
Communication Services | 1.54 | 3.33 |
Number of long holdings: 263
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
PG E | US69331C1080 | 1.08 | 15.28 | +1.93% | |
Eversource Energy | US30040W1080 | 0.96 | 64.07 | -0.36% | |
Smurfit Westrock | IE00028FXN24 | 0.91 | 3,486.0 | +2.98% | |
Phillips 66 | US7185461040 | 0.88 | 133.58 | +0.56% | |
S&P Mid 400 Emini Sep25 Fau5 | - | 0.88 | - | - | |
First Quantum Minerals | CA3359341052 | 0.86 | 14.08 | 0.00% | |
Sempra Energy | US8168511090 | 0.81 | 82.56 | +1.38% | |
UGI | US9026811052 | 0.79 | 34.64 | +0.09% | |
Constellium Nv | FR0013467479 | 0.78 | 14.49 | -0.28% | |
Western Digital | US9581021055 | 0.78 | 80.34 | -2.07% |
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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