Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 64.260 | 64.260 | 0.000 |
Bonds | 35.740 | 36.520 | 0.780 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 0.260 | 0.420 | 0.160 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.639 | 18.522 |
Price to Book | 4.078 | 3.158 |
Price to Sales | 2.834 | 2.191 |
Price to Cash Flow | 15.146 | 12.245 |
Dividend Yield | 1.232 | 1.988 |
5 Years Earnings Growth | 12.829 | 11.568 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.430 | 23.559 |
Healthcare | 12.660 | 13.325 |
Financial Services | 12.340 | 15.025 |
Consumer Cyclical | 10.110 | 9.803 |
Communication Services | 8.890 | 7.286 |
Industrials | 8.010 | 10.410 |
Consumer Defensive | 5.910 | 6.283 |
Energy | 3.610 | 5.224 |
Utilities | 2.600 | 3.204 |
Real Estate | 2.340 | 4.402 |
Basic Materials | 2.100 | 3.443 |
Number of long holdings: 5,186
Number of short holdings: 16
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.30 | 423.17 | -0.53% | |
NVIDIA | US67066G1040 | 4.64 | 147.04 | -1.24% | |
Apple | US0378331005 | 3.35 | 227.48 | +0.11% | |
Amazon.com | US0231351067 | 2.69 | 208.57 | -0.70% | |
Meta Platforms | US30303M1027 | 1.94 | 588.88 | -0.48% | |
Alphabet A | US02079K3059 | 1.73 | 179.16 | -0.88% | |
United States Treasury Notes 4% | - | 1.39 | - | - | |
United States Treasury Notes 4.125% | - | 1.32 | - | - | |
Eli Lilly | US5324571083 | 1.27 | 845.30 | +6.00% | |
Exxon Mobil | US30231G1022 | 1.10 | 121.22 | +0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 592.67B | 20.96 | 9.07 | 12.99 | ||
Fidelity Contrafund | 128.94B | 30.86 | 9.80 | 15.03 | ||
Fidelity Contrafund K | 128.94B | 30.89 | 9.88 | 15.12 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 28.77 | 6.99 | 17.42 |
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