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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.10 | 1.11 | 0.01 |
Stocks | 98.26 | 98.26 | 0.00 |
Other | 0.64 | 0.64 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.72 | 20.36 |
Price to Book | 4.79 | 3.97 |
Price to Sales | 3.26 | 2.63 |
Price to Cash Flow | 16.73 | 14.39 |
Dividend Yield | 1.12 | 1.54 |
5 Years Earnings Growth | 11.56 | 11.09 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.16 | 28.73 |
Consumer Cyclical | 15.30 | 10.52 |
Financial Services | 15.29 | 14.48 |
Communication Services | 10.54 | 8.46 |
Healthcare | 9.01 | 12.25 |
Industrials | 8.66 | 9.63 |
Utilities | 3.41 | 2.76 |
Energy | 3.39 | 3.82 |
Basic Materials | 2.34 | 2.38 |
Real Estate | 2.15 | 2.27 |
Consumer Defensive | 1.76 | 6.11 |
Number of long holdings: 233
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.15 | 134.22 | +3.37% | |
Apple | US0378331005 | 7.12 | 229.23 | +0.81% | |
Microsoft | US5949181045 | 5.72 | 414.68 | +1.20% | |
Amazon.com | US0231351067 | 5.63 | 232.94 | +1.65% | |
Alphabet C | US02079K1079 | 4.56 | 189.10 | +1.05% | |
Meta Platforms | US30303M1027 | 3.41 | 717.60 | +0.43% | |
UnitedHealth | US91324P1021 | 1.76 | 527.87 | +0.16% | |
Broadcom | US11135F1012 | 1.68 | 234.15 | +4.13% | |
GE Vernova LLC | US36828A1016 | 1.62 | 374.97 | -0.79% | |
Mastercard | US57636Q1040 | 1.61 | 562.68 | -0.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 638.76B | 2.78 | 11.89 | 13.75 | ||
Fidelity Contrafund | 128.94B | 5.42 | 16.00 | 16.05 | ||
Fidelity Contrafund K | 128.94B | 5.45 | 16.08 | 16.15 | ||
Fidelity Total Market Index Instl b | 108.28B | 3.06 | 11.30 | 13.16 | ||
Fidelity Blue Chip Growth | 68.75B | 2.25 | 15.58 | 18.45 |
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