
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.46 | 4.84 | 2.38 |
Stocks | 96.43 | 96.43 | 0.00 |
Other | 1.12 | 1.17 | 0.05 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.86 | 15.27 |
Price to Book | 2.74 | 2.30 |
Price to Sales | 2.34 | 1.60 |
Price to Cash Flow | 14.26 | 10.29 |
Dividend Yield | 2.75 | 3.09 |
5 Years Earnings Growth | 10.74 | 9.84 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.54 | 18.62 |
Industrials | 17.81 | 22.26 |
Healthcare | 13.61 | 12.05 |
Consumer Cyclical | 11.59 | 11.41 |
Technology | 10.05 | 9.15 |
Consumer Defensive | 8.51 | 9.33 |
Communication Services | 7.65 | 5.39 |
Energy | 4.16 | 5.49 |
Basic Materials | 3.03 | 5.88 |
Real Estate | 1.28 | 1.99 |
Utilities | 0.77 | 2.81 |
Number of long holdings: 101
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
SAP | DE0007164600 | 4.26 | 228.800 | +1.78% | |
AstraZeneca | GB0009895292 | 3.57 | 10,320.0 | +3.12% | |
ASML Holding | NL0010273215 | 2.96 | 590.00 | +2.20% | |
Novo Nordisk B | DK0062498333 | 2.70 | 435.9 | +3.71% | |
Shell | GB00BP6MXD84 | 2.48 | 27.51 | +2.73% | |
Louis Vuitton | FR0000121014 | 2.40 | 530.10 | +1.09% | |
Relx | GB00B2B0DG97 | 2.35 | 3,782.00 | +1.20% | |
Rolls-Royce Holdings | GB00B63H8491 | 2.08 | 709.60 | +2.28% | |
UCB | BE0003739530 | 1.99 | 139.10 | +4.19% | |
Rheinmetall AG | DE0007030009 | 1.99 | 1,440.000 | +5.84% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 597.55B | -4.28 | 9.05 | 12.49 | ||
Fidelity Contrafund | 133.27B | -4.05 | 13.09 | 14.36 | ||
Fidelity Total Market Index Instl b | 100.03B | -4.87 | 8.14 | 11.74 | ||
Fidelity International Index Inst | 56.32B | 7.95 | 6.78 | 5.63 | ||
Fidelity Blue Chip Growth | 54.94B | -13.06 | 10.03 | 15.84 |
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