Please try another search
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 | 19.96 |
Price to Book | 4.50 | 3.69 |
Price to Sales | 3.33 | 2.45 |
Price to Cash Flow | 15.37 | 13.63 |
Dividend Yield | 1.43 | 1.59 |
5 Years Earnings Growth | 12.31 | 11.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.51 | 28.04 |
Healthcare | 15.38 | 13.51 |
Financial Services | 13.08 | 14.04 |
Consumer Cyclical | 12.87 | 10.60 |
Industrials | 9.43 | 8.92 |
Communication Services | 6.03 | 8.60 |
Energy | 4.30 | 4.21 |
Utilities | 3.14 | 2.45 |
Basic Materials | 2.47 | 3.01 |
Real Estate | 2.34 | 2.40 |
Consumer Defensive | 1.44 | 5.94 |
Number of long holdings: 57
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.55 | 415.13 | +0.23% | |
NVIDIA | US67066G1040 | 5.29 | 1,096.33 | -0.82% | |
Amazon.com | US0231351067 | 5.26 | 176.44 | -1.60% | |
Apple | US0378331005 | 4.99 | 192.25 | +0.54% | |
Meta Platforms | US30303M1027 | 3.48 | 466.83 | +0.05% | |
UnitedHealth | US91324P1021 | 2.81 | 495.37 | +2.85% | |
AbbVie | US00287Y1091 | 2.74 | 161.19 | +3.12% | |
NXP | NL0009538784 | 2.62 | 272.10 | +0.30% | |
McDonald’s | US5801351017 | 2.59 | 258.89 | +2.71% | |
Alphabet A | US02079K3059 | 2.50 | 172.50 | +0.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.38B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Inc | 3.38B | 6.18 | 7.88 | 12.02 | ||
JPM US Equity Income Fund C Net Acc | 3.38B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.38B | 6.31 | 8.28 | 12.39 | ||
JPM US Equity Income Fund B Net Acc | 3.38B | 6.18 | 7.90 | 12.03 |
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