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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.39 | 2.39 | 0.00 |
Shares | 97.61 | 97.61 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.62 | 15.35 |
Price to Book | 2.70 | 2.42 |
Price to Sales | 1.98 | 1.63 |
Price to Cash Flow | 11.55 | 10.17 |
Dividend Yield | 2.29 | 2.60 |
5 Years Earnings Growth | 9.49 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 21.23 | 20.55 |
Industrials | 13.17 | 11.94 |
Healthcare | 12.45 | 15.26 |
Technology | 11.80 | 12.47 |
Consumer Defensive | 8.63 | 8.43 |
Energy | 8.47 | 8.46 |
Consumer Cyclical | 6.52 | 6.48 |
Utilities | 5.85 | 5.00 |
Communication Services | 5.71 | 5.48 |
Basic Materials | 4.01 | 3.93 |
Real Estate | 2.15 | 3.60 |
Number of long holdings: 125
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 4.34 | - | - | |
Exxon Mobil Corp | - | 3.11 | - | - | |
Bank of America | US0605051046 | 2.74 | 39.31 | +0.23% | |
Linde PLC | IE000S9YS762 | 2.36 | 397.000 | +0.35% | |
GE Aerospace | - | 2.19 | - | - | |
Wells Fargo & Co | - | 2.07 | - | - | |
Danaher Corp | - | 1.79 | - | - | |
Merck & Co Inc | - | 1.64 | - | - | |
Chubb | CH0044328745 | 1.63 | 274.43 | +3.60% | |
Walmart Inc | - | 1.61 | - | - |
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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