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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.23 | 0.38 | 0.15 |
Stocks | 99.77 | 99.77 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.47 | 14.16 |
Price to Book | 2.26 | 2.18 |
Price to Sales | 0.95 | 1.26 |
Price to Cash Flow | 9.67 | 9.04 |
Dividend Yield | 1.79 | 2.46 |
5 Years Earnings Growth | 12.05 | 10.96 |
Name | Net % | Category Average |
---|---|---|
Industrials | 19.30 | 10.28 |
Healthcare | 17.37 | 17.61 |
Financial Services | 12.19 | 19.20 |
Consumer Defensive | 12.14 | 9.25 |
Communication Services | 11.02 | 7.26 |
Technology | 9.28 | 14.35 |
Energy | 6.73 | 8.74 |
Utilities | 4.69 | 4.14 |
Basic Materials | 3.30 | 3.65 |
Consumer Cyclical | 2.21 | 7.70 |
Real Estate | 1.75 | 2.04 |
Number of long holdings: 172
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
McKesson | US58155Q1031 | 4.22 | 586.11 | +1.12% | |
Wells Fargo&Co | US9497461015 | 4.13 | 57.73 | -1.62% | |
Alphabet A | US02079K3059 | 4.01 | 176.73 | +0.78% | |
Elevance Health | US0367521038 | 3.85 | 541.04 | +0.19% | |
Salesforce Inc | US79466L3024 | 3.79 | 242.76 | +2.63% | |
Union Pacific | US9078181081 | 3.69 | 228.31 | +0.40% | |
Berkshire Hathaway B | US0846707026 | 3.69 | 411.08 | +0.30% | |
Norfolk Southern | US6558441084 | 3.62 | 224.70 | +0.63% | |
FedEx | US31428X1063 | 3.44 | 250.27 | +0.89% | |
Baker Hughes | US05722G1004 | 3.34 | 31.75 | +0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Index World Fund A Acc | 8.8M | 9.58 | 11.82 | 12.46 | ||
Fidelity Index World Fund P Accumul | 6.42B | 5.64 | 12.06 | 12.29 | ||
Fidelity Index US Fund Class A Acc | 3.66M | 8.96 | 11.83 | 15.30 | ||
Fidelity Index US Fund P Accumulati | 3.73B | 6.95 | 14.84 | 15.45 | ||
Fidelity European Fund W Income | 114.9M | 6.45 | 9.72 | 10.41 |
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