
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.03 | 2.73 | 2.70 |
Stocks | 99.81 | 99.81 | 0.00 |
Other | 0.17 | 0.18 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.32 | 13.87 |
Price to Book | 1.71 | 1.81 |
Price to Sales | 1.41 | 1.43 |
Price to Cash Flow | 8.35 | 8.57 |
Dividend Yield | 3.30 | 3.16 |
5 Years Earnings Growth | 10.79 | 10.50 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.45 | 19.87 |
Technology | 14.28 | 13.03 |
Industrials | 13.81 | 16.31 |
Consumer Cyclical | 10.44 | 10.42 |
Healthcare | 9.01 | 11.12 |
Consumer Defensive | 6.62 | 8.60 |
Communication Services | 6.42 | 6.13 |
Basic Materials | 6.15 | 6.72 |
Energy | 5.09 | 4.34 |
Utilities | 2.88 | 2.84 |
Real Estate | 1.86 | 2.24 |
Number of long holdings: 2,154
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Taiwan Semicon | TW0002330008 | 3.01 | 971.00 | -2.71% | |
MSCI EAFE Index Future Mar 25 | - | 1.81 | - | - | |
Tencent Holdings | KYG875721634 | 1.31 | 505.00 | -1.37% | |
ASML Holding | NL0010273215 | 1.05 | 645.50 | +2.14% | |
Novo Nordisk B | DK0062498333 | 1.05 | 507.6 | -4.32% | |
SAP | DE0007164600 | 0.97 | 242.550 | +1.63% | |
MSCI Emerging Markets Index Future Mar 25 | - | 0.86 | - | - | |
Nestle | CH0038863350 | 0.81 | 89.04 | +0.50% | |
AstraZeneca | GB0009895292 | 0.76 | 11,650.0 | +1.48% | |
Toyota Motor | JP3633400001 | 0.75 | 2,733.0 | -1.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 632.47B | 1.44 | 12.54 | 12.97 | ||
Fidelity Contrafund | 128.94B | 3.52 | 17.24 | 15.17 | ||
Fidelity Contrafund K | 128.94B | 3.55 | 17.32 | 15.27 | ||
Fidelity Total Market Index Instl b | 106.34B | 1.12 | 11.54 | 12.30 | ||
Fidelity Blue Chip Growth | 61.8B | -2.84 | 15.11 | 17.11 |
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