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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.58 | 4.60 | 0.02 |
Shares | 93.95 | 93.95 | 0.00 |
Other | 1.48 | 1.48 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.20 | 20.98 |
Price to Book | 2.65 | 3.29 |
Price to Sales | 2.26 | 2.60 |
Price to Cash Flow | 15.46 | 14.72 |
Dividend Yield | 2.11 | 1.88 |
5 Years Earnings Growth | 12.01 | 12.10 |
Name | Net % | Category Average |
---|---|---|
Industrials | 24.25 | 18.49 |
Financial Services | 21.70 | 14.15 |
Technology | 17.32 | 19.89 |
Healthcare | 11.06 | 12.97 |
Consumer Cyclical | 8.81 | 12.59 |
Basic Materials | 8.76 | 7.12 |
Energy | 5.55 | 3.28 |
Consumer Defensive | 1.91 | 7.37 |
Communication Services | 0.46 | 4.78 |
Real Estate | 0.18 | 1.20 |
Number of long holdings: 138
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML ADR | USN070592100 | 3.75 | 828.16 | +5.12% | |
Novo Nordisk B | DK0062498333 | 3.09 | 898.2 | +1.81% | |
Hitachi | JP3788600009 | 2.50 | 3,659.0 | +5.81% | |
AstraZeneca | GB0009895292 | 2.17 | 11,898.0 | +0.35% | |
Taiwan Semiconductor | US8740391003 | 2.13 | 176.22 | +5.34% | |
SAP | DE0007164600 | 2.06 | 206.100 | +3.27% | |
Relx | GB00B2B0DG97 | 1.74 | 3,623.00 | +0.89% | |
Shin-Etsu Chemical | JP3371200001 | 1.72 | 5,750.0 | +2.40% | |
Louis Vuitton | FR0000121014 | 1.68 | 614.00 | +3.04% | |
Shell | GB00BP6MXD84 | 1.56 | 31.18 | +1.73% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 585.45B | 19.51 | 9.37 | 12.97 | ||
Fidelity Contrafund | 128.94B | 28.62 | 9.37 | 14.87 | ||
Fidelity Contrafund K | 128.94B | 28.65 | 9.45 | 14.97 | ||
Fidelity Total Market Index Instl b | 98.68B | 18.18 | 7.72 | 12.30 | ||
Fidelity Blue Chip Growth | 60.6B | 24.93 | 6.91 | 17.18 |
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