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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 97.84 | 97.84 | 0.00 |
Bonds | 0.24 | 0.24 | 0.00 |
Other | 1.93 | 1.93 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.38 | 19.16 |
Price to Book | 3.94 | 4.43 |
Price to Sales | 1.64 | 2.56 |
Price to Cash Flow | 19.09 | 17.05 |
Dividend Yield | 0.62 | 1.09 |
5 Years Earnings Growth | 11.18 | 13.14 |
Number of long holdings: 115
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Boston Scientific | US1011371077 | 10.77 | 105.36 | -0.29% | |
UnitedHealth | US91324P1021 | 9.26 | 502.42 | -1.69% | |
Danaher | US2358511028 | 5.51 | 207.95 | +1.45% | |
Eli Lilly | US5324571083 | 5.13 | 873.12 | +0.70% | |
Penumbra Inc | US70975L1070 | 4.67 | 303.12 | -0.21% | |
Insulet | US45784P1012 | 3.47 | 288.29 | +1.63% | |
Masimo | US5747951003 | 3.25 | 177.21 | -1.24% | |
Stryker | US8636671013 | 3.14 | 386.41 | -0.54% | |
argenx ADR | US04016X1019 | 2.72 | 647.49 | +1.15% | |
Thermo Fisher Scientific | US8835561023 | 2.30 | 537.83 | +1.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Fidelity Total Market Index Instl b | 108.28B | 3.06 | 11.30 | 13.16 | ||
Fidelity Blue Chip Growth | 68.75B | 2.25 | 15.58 | 18.45 |
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