Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.430 | 1.900 | 1.470 |
Stocks | 99.560 | 99.560 | 0.000 |
Bonds | 0.010 | 0.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.776 | 20.460 |
Price to Book | 4.920 | 3.873 |
Price to Sales | 3.793 | 2.614 |
Price to Cash Flow | 17.056 | 14.151 |
Dividend Yield | 1.238 | 1.575 |
5 Years Earnings Growth | 14.994 | 12.074 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.160 | 28.251 |
Consumer Cyclical | 12.920 | 10.023 |
Healthcare | 12.630 | 13.010 |
Financial Services | 11.760 | 16.734 |
Industrials | 9.280 | 8.571 |
Communication Services | 6.190 | 8.115 |
Energy | 4.710 | 3.513 |
Utilities | 4.540 | 2.396 |
Basic Materials | 1.870 | 2.812 |
Consumer Defensive | 1.230 | 5.686 |
Real Estate | 0.720 | 2.412 |
Number of long holdings: 57
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.84 | 411.46 | +0.73% | |
Apple | US0378331005 | 7.57 | 223.45 | +0.65% | |
NVIDIA | US67066G1040 | 7.18 | 139.91 | +2.84% | |
Amazon.com | US0231351067 | 4.27 | 199.50 | +1.90% | |
Meta Platforms | US30303M1027 | 3.38 | 572.43 | +2.10% | |
UnitedHealth | US91324P1021 | 2.84 | 567.03 | +1.66% | |
Alphabet A | US02079K3059 | 2.78 | 169.76 | +0.31% | |
Lowe’s | US5486611073 | 2.61 | 269.18 | +1.59% | |
Baker Hughes | US05722G1004 | 2.59 | 38.58 | +1.07% | |
Mastercard | US57636Q1040 | 2.58 | 505.56 | 0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B88MP089 | 824.07M | 0.96 | 11.52 | 6.08 | ||
GB00B8DB5B19 | 752.49M | 14.58 | 10.26 | 10.36 | ||
JPM Equity Income C Net Income | 752.49M | 14.62 | 10.34 | 10.33 | ||
JPM US Small Cap Growth C Net Inc | 160.98M | 3.01 | -6.14 | 11.27 |
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