Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.45 | 3.46 | 0.01 |
Stocks | 95.50 | 95.52 | 0.02 |
Convertible | 0.09 | 0.09 | 0.00 |
Preferred | 0.74 | 0.74 | 0.00 |
Other | 0.21 | 0.22 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.15 | 20.41 |
Price to Book | 2.93 | 3.98 |
Price to Sales | 1.94 | 2.63 |
Price to Cash Flow | 13.85 | 14.44 |
Dividend Yield | 1.91 | 1.53 |
5 Years Earnings Growth | 10.28 | 11.32 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.31 | 28.58 |
Financial Services | 21.14 | 14.46 |
Industrials | 13.81 | 9.69 |
Healthcare | 12.76 | 12.41 |
Energy | 9.70 | 3.85 |
Consumer Defensive | 5.30 | 6.12 |
Utilities | 4.72 | 2.80 |
Communication Services | 3.74 | 8.35 |
Consumer Cyclical | 2.59 | 10.45 |
Real Estate | 1.67 | 2.30 |
Basic Materials | 1.26 | 2.42 |
Number of long holdings: 174
Number of short holdings: 6
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.31 | 414.99 | -6.18% | |
Wells Fargo&Co | US9497461015 | 6.68 | 78.82 | +0.57% | |
Exxon Mobil | US30231G1022 | 6.09 | 109.57 | +0.83% | |
GE Aerospace | US3696043013 | 4.72 | 205.57 | +3.25% | |
NVIDIA | US67066G1040 | 4.16 | 124.65 | +0.77% | |
Bank of America | US0605051046 | 2.94 | 46.72 | -0.06% | |
Apple | US0378331005 | 2.89 | 237.59 | -0.74% | |
GE Vernova LLC | US36828A1016 | 2.10 | 382.94 | +8.40% | |
UnitedHealth | US91324P1021 | 2.08 | 545.57 | +1.39% | |
Visa A | US92826C8394 | 1.98 | 343.05 | +2.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
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