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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.71 | 1.42 | 0.71 |
Stocks | 99.27 | 99.27 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.08 | 20.06 |
Price to Book | 4.50 | 3.72 |
Price to Sales | 3.33 | 2.47 |
Price to Cash Flow | 15.37 | 13.66 |
Dividend Yield | 1.43 | 1.59 |
5 Years Earnings Growth | 12.31 | 11.65 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.51 | 28.32 |
Healthcare | 15.38 | 13.41 |
Financial Services | 13.08 | 13.98 |
Consumer Cyclical | 12.87 | 10.49 |
Industrials | 9.43 | 8.88 |
Communication Services | 6.03 | 8.67 |
Energy | 4.30 | 4.19 |
Utilities | 3.14 | 2.52 |
Basic Materials | 2.47 | 3.02 |
Real Estate | 2.34 | 2.36 |
Consumer Defensive | 1.44 | 5.88 |
Number of long holdings: 57
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.55 | 446.95 | -1.30% | |
NVIDIA | US67066G1040 | 5.29 | 123.50 | -0.40% | |
Amazon.com | US0231351067 | 5.26 | 193.25 | -2.33% | |
Apple | US0378331005 | 4.99 | 210.61 | -1.63% | |
Meta Platforms | US30303M1027 | 3.48 | 503.89 | -3.02% | |
UnitedHealth | US91324P1021 | 2.81 | 509.34 | +4.71% | |
AbbVie | US00287Y1091 | 2.74 | 171.39 | +1.42% | |
NXP | NL0009538784 | 2.62 | 269.10 | +1.54% | |
McDonald’s | US5801351017 | 2.59 | 254.79 | -1.31% | |
Alphabet A | US02079K3059 | 2.50 | 182.15 | -1.76% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Inc | 3.36B | 4.18 | 7.37 | 11.54 | ||
JPM US Equity Income Fund C Net Acc | 3.36B | 4.33 | 7.76 | 11.90 | ||
JPM US Equity Income Fund C Net Inc | 3.36B | 4.34 | 7.76 | 11.91 | ||
JPM US Equity Income Fund X Net Acc | 3.36B | 4.66 | 8.57 | 12.81 | ||
JPM US Equity Income Fund B Net Acc | 3.36B | 4.18 | 7.38 | 11.55 |
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