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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.92 | 1.94 | 1.02 |
Stocks | 99.05 | 99.05 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.96 | 16.18 |
Price to Book | 2.73 | 3.38 |
Price to Sales | 1.82 | 1.76 |
Price to Cash Flow | 11.51 | 11.27 |
Dividend Yield | 2.91 | 2.58 |
5 Years Earnings Growth | 10.20 | 8.96 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.94 | 16.67 |
Healthcare | 16.40 | 12.31 |
Industrials | 12.74 | 11.29 |
Consumer Defensive | 9.77 | 7.87 |
Technology | 9.74 | 21.31 |
Energy | 8.30 | 7.20 |
Consumer Cyclical | 6.40 | 9.01 |
Utilities | 4.39 | 6.00 |
Basic Materials | 3.64 | 4.80 |
Communication Services | 2.71 | 4.73 |
Real Estate | 1.99 | 3.51 |
Number of long holdings: 130
Number of short holdings: 26
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.92 | 59.21 | +0.78% | |
ConocoPhillips | US20825C1045 | 2.80 | 113.58 | -1.45% | |
Bank of America | US0605051046 | 2.28 | 38.63 | -0.23% | |
Chevron | US1667641005 | 2.19 | 158.26 | +0.87% | |
BlackRock | US09247X1019 | 2.12 | 761.86 | +0.70% | |
Morgan Stanley | US6174464486 | 2.08 | 97.23 | -0.04% | |
AbbVie | US00287Y1091 | 2.06 | 156.40 | +1.04% | |
UnitedHealth | US91324P1021 | 2.00 | 481.65 | -0.63% | |
Comcast | US20030N1019 | 2.00 | 38.87 | +2.45% | |
J&J | US4781601046 | 1.98 | 145.28 | +0.58% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.37B | 6.18 | 7.90 | 12.03 | ||
JPM US Equity Income Fund B Net Inc | 3.37B | 6.18 | 7.88 | 12.02 | ||
JPM US Equity Income Fund C Net Acc | 3.37B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.37B | 6.31 | 8.28 | 12.39 | ||
JP Morgan Emerging Markets B Net Ac | 2.31B | 3.92 | -7.10 | 6.72 |
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