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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.11 | 1.14 | 0.03 |
Stocks | 98.36 | 98.36 | 0.00 |
Bonds | 0.04 | 0.04 | 0.00 |
Other | 0.49 | 0.49 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.04 | 23.76 |
Price to Book | 3.33 | 4.84 |
Price to Sales | 2.31 | 3.62 |
Price to Cash Flow | 13.45 | 16.62 |
Dividend Yield | 1.22 | 1.23 |
5 Years Earnings Growth | 9.50 | 12.32 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.62 | 28.85 |
Healthcare | 24.13 | 14.54 |
Industrials | 17.74 | 11.94 |
Financial Services | 7.79 | 14.16 |
Utilities | 6.21 | 2.30 |
Consumer Cyclical | 5.60 | 12.68 |
Communication Services | 3.47 | 9.16 |
Basic Materials | 1.45 | 3.63 |
Number of long holdings: 544
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.59 | 399.73 | +0.46% | |
Taiwan Semicon | TW0002330008 | 4.23 | 1,060.00 | +0.00% | |
Boston Scientific | US1011371077 | 4.07 | 101.56 | +0.83% | |
Marvell | US5738741041 | 3.60 | 94.90 | +2.04% | |
Alphabet A | US02079K3059 | 3.34 | 172.73 | -1.53% | |
Salesforce Inc | US79466L3024 | 3.13 | 307.33 | +0.47% | |
NextEra Energy | US65339F1012 | 3.00 | 71.01 | -0.38% | |
SSE | GB0007908733 | 2.97 | 1,521.50 | +0.93% | |
Smurfit Westrock | IE00028FXN24 | 2.86 | 4,231.0 | +1.76% | |
UnitedHealth | US91324P1021 | 2.76 | 463.59 | -1.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 9.59M | 4.84 | 13.24 | 12.69 | ||
Fidelity Index World Fund P Accumul | 8.14B | 4.86 | 13.44 | 12.88 | ||
Fidelity Index US Fund Class A Acc | 4M | 4.09 | 15.43 | 15.38 | ||
Fidelity Index US Fund P Accumulati | 4.52B | 4.11 | 15.58 | 15.65 | ||
Fidelity European Fund W Income | 116.46M | 7.88 | 9.02 | 10.17 |
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