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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.37 | 1.55 | 0.18 |
Stocks | 97.13 | 97.13 | 0.00 |
Other | 1.50 | 1.50 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.78 | 20.89 |
Price to Book | 4.71 | 3.34 |
Price to Sales | 3.97 | 2.59 |
Price to Cash Flow | 18.29 | 14.22 |
Dividend Yield | 1.47 | 1.88 |
5 Years Earnings Growth | 10.98 | 11.02 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.62 | 20.19 |
Industrials | 24.35 | 18.24 |
Financial Services | 20.96 | 13.94 |
Consumer Cyclical | 12.07 | 12.61 |
Healthcare | 6.32 | 12.94 |
Basic Materials | 5.08 | 7.21 |
Consumer Defensive | 1.92 | 7.63 |
Communication Services | 1.68 | 4.53 |
Number of long holdings: 64
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 3.78 | 879.00 | -1.68% | |
ASML Holding | NL0010273215 | 3.07 | 958.90 | +0.15% | |
Novo Nordisk B | DK0062498333 | 3.07 | 984.0 | +1.10% | |
Louis Vuitton | FR0000121014 | 2.33 | 762.50 | -0.03% | |
Schneider Electric | FR0000121972 | 2.01 | 226.85 | -0.83% | |
SAP | DE0007164600 | 1.99 | 177.360 | -0.20% | |
L'Oreal | FR0000120321 | 1.87 | 455.35 | -0.18% | |
Tokyo Electron | JP3571400005 | 1.82 | 34,460.0 | -0.69% | |
ASM | NL0000334118 | 1.81 | 687.40 | +1.81% | |
ICICI Bank | INE090A01021 | 1.78 | 1,121.70 | +1.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
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