
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.290 | 1.300 | 0.010 |
Stocks | 98.710 | 98.710 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.149 | 21.070 |
Price to Book | 4.832 | 4.084 |
Price to Sales | 4.001 | 2.820 |
Price to Cash Flow | 16.767 | 14.751 |
Dividend Yield | 1.251 | 1.525 |
5 Years Earnings Growth | 10.228 | 10.753 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.910 | 29.473 |
Financial Services | 15.190 | 14.636 |
Consumer Cyclical | 13.320 | 10.934 |
Healthcare | 10.820 | 12.325 |
Industrials | 8.490 | 8.649 |
Communication Services | 7.120 | 9.027 |
Energy | 4.550 | 3.494 |
Utilities | 3.990 | 2.562 |
Basic Materials | 1.920 | 2.705 |
Consumer Defensive | 1.800 | 5.575 |
Real Estate | 0.890 | 2.233 |
Number of long holdings: 56
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.31 | 388.56 | +2.58% | |
Apple | US0378331005 | 7.31 | 213.49 | +1.82% | |
NVIDIA | US67066G1040 | 6.07 | 121.67 | +5.27% | |
Amazon.com | US0231351067 | 4.82 | 197.95 | +2.09% | |
Meta Platforms | US30303M1027 | 4.16 | 607.60 | +2.96% | |
Wells Fargo&Co | US9497461015 | 3.21 | 70.85 | +3.49% | |
Alphabet A | US02079K3059 | 2.87 | 165.49 | +1.68% | |
Mastercard | US57636Q1040 | 2.67 | 527.64 | +1.50% | |
Broadcom | US11135F1012 | 2.66 | 195.54 | +2.18% | |
Baker Hughes | US05722G1004 | 2.54 | 42.84 | +2.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B88MP089 | 755.13M | 8.05 | 7.61 | 8.82 | ||
GB00B8DB5B19 | 726.59M | 4.58 | 8.66 | 10.11 | ||
JPM Equity Income C Net Income | 726.59M | 3.83 | 9.06 | 9.70 | ||
JPM US Small Cap Growth C Net Inc | 145M | 7.54 | 6.05 | 11.63 |
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