Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.51 | 1.51 | 0.00 |
Shares | 98.49 | 98.49 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.66 | 15.45 |
Price to Book | 2.20 | 2.49 |
Price to Sales | 1.26 | 1.71 |
Price to Cash Flow | 9.29 | 10.64 |
Dividend Yield | 2.42 | 2.50 |
5 Years Earnings Growth | 8.29 | 9.45 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.15 | 20.30 |
Healthcare | 18.55 | 15.52 |
Industrials | 11.67 | 11.84 |
Consumer Defensive | 9.91 | 8.59 |
Energy | 8.10 | 7.75 |
Utilities | 7.81 | 5.45 |
Technology | 7.03 | 12.64 |
Consumer Cyclical | 5.99 | 6.68 |
Communication Services | 5.02 | 5.36 |
Basic Materials | 1.58 | 3.70 |
Real Estate | 1.18 | 3.78 |
Number of long holdings: 99
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Exxon Mobil | US30231G1022 | 4.11 | 111.92 | -0.67% | |
JPMorgan | US46625H1005 | 3.20 | 243.53 | +0.28% | |
Chubb | CH0044328745 | 2.96 | 276.22 | +0.59% | |
UnitedHealth | US91324P1021 | 2.76 | 533.53 | -5.60% | |
Comcast | US20030N1019 | 2.66 | 39.71 | +0.46% | |
Travelers | US89417E1091 | 2.62 | 245.14 | -1.01% | |
Cigna | US1255231003 | 2.60 | 294.03 | -5.57% | |
Berkshire Hathaway B | US0846707026 | 2.50 | 461.39 | -0.24% | |
PG E | US69331C1080 | 2.32 | 19.81 | -0.35% | |
Walt Disney | US2546871060 | 2.28 | 114.61 | -0.10% |
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 | 37.40 | 11.71 | 15.44 | ||
Fidelity Total Market Index Instl b | 100.61B | 19.75 | 7.53 | 12.38 | ||
Fidelity Blue Chip Growth | 62.16B | 37.89 | 9.30 | 17.88 |
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