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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.08 | 1.08 | 0.00 |
Stocks | 98.66 | 98.66 | 0.00 |
Other | 0.26 | 0.26 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.15 | 21.05 |
Price to Book | 4.93 | 3.35 |
Price to Sales | 3.80 | 2.58 |
Price to Cash Flow | 18.81 | 14.11 |
Dividend Yield | 1.46 | 1.83 |
5 Years Earnings Growth | 11.12 | 10.90 |
Name | Net % | Category Average |
---|---|---|
Industrials | 24.79 | 18.26 |
Technology | 23.69 | 20.46 |
Financial Services | 15.97 | 13.77 |
Basic Materials | 11.27 | 7.21 |
Consumer Cyclical | 10.66 | 12.62 |
Healthcare | 7.72 | 12.87 |
Consumer Defensive | 2.96 | 7.65 |
Communication Services | 2.24 | 4.49 |
Energy | 0.70 | 3.28 |
Number of long holdings: 72
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
ASML Holding | NL0010273215 | 7.05 | 853.00 | -0.71% | |
Novo Nordisk B | DK0062498333 | 5.63 | 903.3 | -1.05% | |
Louis Vuitton | FR0000121014 | 4.57 | 783.20 | -0.36% | |
Safran | FR0000073272 | 4.06 | 208.50 | +0.34% | |
Linde PLC | IE000S9YS762 | 4.05 | 397.000 | +0.35% | |
SAP | DE0007164600 | 3.91 | 177.020 | +0.16% | |
CRH | IE0001827041 | 3.33 | 6,468.0 | -1.67% | |
Atlas Copco A | SE0017486889 | 3.31 | 197.5 | -0.20% | |
Keyence | JP3236200006 | 3.15 | 72,880.0 | -0.38% | |
Nestle | CH0038863350 | 2.73 | 96.62 | +1.26% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 6.03 | 8.05 | 12.40 | ||
Fidelity Contrafund | 128.94B | 12.51 | 8.44 | 14.31 | ||
Fidelity Contrafund K | 128.94B | 12.53 | 8.52 | 14.41 | ||
Fidelity Total Market Index Instl b | 87.5B | 5.20 | 6.24 | 11.75 | ||
Strategic Advisers Core | 59.85B | 7.15 | 8.23 | 12.29 |
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