Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.61 | 1.86 | 1.25 |
Stocks | 97.95 | 97.95 | 0.00 |
Other | 1.45 | 1.45 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.89 | 17.72 |
Price to Book | 3.09 | 2.51 |
Price to Sales | 1.78 | 1.63 |
Price to Cash Flow | 13.67 | 11.27 |
Dividend Yield | 1.10 | 1.42 |
5 Years Earnings Growth | 10.78 | 11.62 |
Name | Net % | Category Average |
---|---|---|
Industrials | 21.53 | 19.24 |
Consumer Cyclical | 16.39 | 12.90 |
Financial Services | 15.46 | 16.32 |
Technology | 12.83 | 15.86 |
Healthcare | 9.33 | 10.12 |
Real Estate | 6.20 | 7.16 |
Energy | 5.26 | 4.96 |
Basic Materials | 4.25 | 4.88 |
Consumer Defensive | 3.45 | 4.31 |
Communication Services | 2.71 | 2.77 |
Utilities | 2.60 | 4.07 |
Number of long holdings: 178
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Performance Food Group Co | US71377A1034 | 1.43 | 90.93 | +0.17% | |
Aecom Technology | US00766T1007 | 1.35 | 105.55 | +0.91% | |
American Financial | US0259321042 | 1.34 | 138.17 | +0.56% | |
Wintrust | US97650W1080 | 1.30 | 131.89 | -0.71% | |
E-mini S&P MidCap 400 Future Dec 24 | - | 1.27 | - | - | |
Williams-Sonoma | US9699041011 | 1.25 | 217.54 | +0.39% | |
Imperial Oil | CA4530384086 | 1.25 | 71.45 | +1.81% | |
M&T Bank | US55261F1049 | 1.20 | 201.98 | +0.81% | |
Jones Lang LaSalle | US48020Q1076 | 1.20 | 282.34 | +1.15% | |
BJs Wholesale Club | US05550J1016 | 1.15 | 99.99 | +1.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 619.45B | 25.00 | 8.93 | 13.09 | ||
Fidelity Contrafund | 128.94B | 35.97 | 10.77 | 15.29 | ||
Fidelity Contrafund K | 128.94B | 36.05 | 10.85 | 15.38 | ||
Fidelity Total Market Index Instl b | 104.68B | 23.88 | 7.94 | 12.50 | ||
Fidelity Blue Chip Growth | 67.04B | 39.70 | 10.19 | 18.10 |
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