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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.47 | 2.47 | 0.00 |
Stocks | 97.53 | 97.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.93 | 15.25 |
Price to Book | 2.59 | 2.41 |
Price to Sales | 1.86 | 1.62 |
Price to Cash Flow | 11.21 | 10.08 |
Dividend Yield | 2.38 | 2.63 |
5 Years Earnings Growth | 9.92 | 9.59 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.89 | 20.53 |
Industrials | 13.11 | 11.93 |
Healthcare | 12.89 | 15.23 |
Technology | 10.68 | 12.41 |
Consumer Defensive | 9.04 | 8.49 |
Energy | 8.94 | 8.57 |
Utilities | 6.58 | 5.04 |
Consumer Cyclical | 6.04 | 6.45 |
Communication Services | 5.79 | 5.44 |
Basic Materials | 3.92 | 3.92 |
Real Estate | 2.11 | 3.57 |
Number of long holdings: 125
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 4.09 | 199.94 | +1.54% | |
Exxon Mobil | US30231G1022 | 3.36 | 112.83 | -1.00% | |
Bank of America | US0605051046 | 2.65 | 39.84 | +0.96% | |
Linde PLC | IE000S9YS762 | 2.38 | 404.400 | +1.61% | |
Wells Fargo&Co | US9497461015 | 2.25 | 58.41 | +1.17% | |
General Electric | US3696043013 | 1.88 | 161.92 | +0.81% | |
Danaher | US2358511028 | 1.88 | 263.12 | -1.81% | |
Merck&Co | US58933Y1055 | 1.71 | 130.63 | +0.08% | |
Walmart | US9311421039 | 1.69 | 65.86 | -1.91% | |
P&G | US7427181091 | 1.67 | 167.15 | -0.78% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity 500 Index Institutional Pr | 512.39B | 11.29 | 9.55 | 12.68 | ||
Fidelity Contrafund | 128.94B | 20.29 | 10.80 | 14.71 | ||
Fidelity Contrafund K | 128.94B | 20.28 | 10.86 | 14.80 | ||
Fidelity Total Market Index Instl b | 87.5B | 10.19 | 7.73 | 12.03 | ||
Strategic Advisers Core | 59.85B | 12.34 | 9.59 | 12.55 |
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