Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.01 | 1.01 | 0.00 |
Stocks | 98.99 | 98.99 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.93 | 12.48 |
Price to Book | 1.71 | 1.56 |
Price to Sales | 2.26 | 2.47 |
Price to Cash Flow | 10.95 | 13.63 |
Dividend Yield | 2.45 | 2.62 |
5 Years Earnings Growth | 11.56 | 10.25 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 95.78 | 94.37 |
Technology | 2.70 | 6.72 |
Industrials | 1.04 | 3.45 |
Consumer Cyclical | 0.48 | 0.85 |
Number of long holdings: 68
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Mastercard | US57636Q1040 | 10.17 | 528.48 | +0.36% | |
Wells Fargo&Co | US9497461015 | 5.83 | 77.35 | +0.59% | |
Bank of America | US0605051046 | 4.87 | 47.75 | +0.53% | |
Apollo Global Management A | US03769M1062 | 2.87 | 175.64 | +0.54% | |
Citigroup | US1729674242 | 2.85 | 69.75 | -1.41% | |
M&T Bank | US55261F1049 | 2.52 | 220.75 | -0.54% | |
Morgan Stanley | US6174464486 | 2.46 | 131.28 | -1.78% | |
Chubb | CH0044328745 | 2.35 | 288.48 | +0.72% | |
Reinsurance of America | US7593516047 | 2.11 | 231.64 | +0.09% | |
Marsh McLennan | US5717481023 | 2.05 | 232.77 | +0.89% |
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