
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.050 | 0.340 | 0.290 |
Shares | 99.950 | 99.950 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.967 | 20.064 |
Price to Book | 4.128 | 3.893 |
Price to Sales | 2.773 | 2.575 |
Price to Cash Flow | 14.305 | 13.785 |
Dividend Yield | 1.488 | 1.569 |
5 Years Earnings Growth | 10.363 | 11.025 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.700 | 27.769 |
Financial Services | 14.240 | 15.005 |
Healthcare | 11.230 | 12.621 |
Consumer Cyclical | 10.060 | 10.387 |
Communication Services | 9.270 | 8.432 |
Industrials | 7.450 | 9.563 |
Consumer Defensive | 5.900 | 6.296 |
Energy | 3.570 | 3.958 |
Utilities | 2.580 | 2.801 |
Real Estate | 2.210 | 2.306 |
Basic Materials | 1.810 | 2.385 |
Number of long holdings: 513
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.94 | 198.53 | +0.53% | |
Microsoft | US5949181045 | 5.77 | 438.73 | +0.13% | |
NVIDIA | US67066G1040 | 5.50 | 116.65 | -0.61% | |
Amazon.com | US0231351067 | 3.68 | 193.06 | +0.51% | |
Meta Platforms | US30303M1027 | 2.60 | 592.49 | -0.92% | |
Berkshire Hathaway B | US0846707026 | 2.02 | 513.74 | +0.10% | |
Alphabet A | US02079K3059 | 1.87 | 152.75 | -0.99% | |
Broadcom | US11135F1012 | 1.62 | 208.20 | +0.21% | |
Alphabet C | US02079K1079 | 1.54 | 154.38 | -0.88% | |
Tesla | US88160R1014 | 1.50 | 298.26 | +4.72% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 593.97B | -4.92 | 12.17 | 12.31 | ||
Fidelity Contrafund | 133.44B | -3.29 | 18.13 | 14.54 | ||
Fidelity Total Market Index Instl b | 99.37B | -5.52 | 11.34 | 11.61 | ||
Fidelity International Index Inst | 58.83B | 12.35 | 10.69 | 5.65 | ||
Fidelity Blue Chip Growth | 54.71B | -12.53 | 16.00 | 16.01 |
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