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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 | 20.10 |
Price to Book | 4.50 | 3.72 |
Price to Sales | 3.33 | 2.48 |
Price to Cash Flow | 15.37 | 13.79 |
Dividend Yield | 1.43 | 1.58 |
5 Years Earnings Growth | 12.31 | 11.65 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.51 | 28.06 |
Healthcare | 15.38 | 13.52 |
Financial Services | 13.08 | 14.06 |
Consumer Cyclical | 12.87 | 10.60 |
Industrials | 9.43 | 8.92 |
Communication Services | 6.03 | 8.57 |
Energy | 4.30 | 4.16 |
Utilities | 3.14 | 2.41 |
Basic Materials | 2.47 | 3.05 |
Real Estate | 2.34 | 2.48 |
Consumer Defensive | 1.44 | 5.95 |
Number of long holdings: 57
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.55 | 420.21 | -0.19% | |
NVIDIA | US67066G1040 | 5.29 | 924.79 | -1.99% | |
Amazon.com | US0231351067 | 5.26 | 184.70 | +0.58% | |
Apple | US0378331005 | 4.99 | 189.87 | +0.02% | |
Meta Platforms | US30303M1027 | 3.48 | 471.91 | -0.28% | |
UnitedHealth | US91324P1021 | 2.81 | 524.65 | +0.65% | |
AbbVie | US00287Y1091 | 2.74 | 166.42 | +1.26% | |
NXP | NL0009538784 | 2.62 | 267.72 | -0.70% | |
McDonald’s | US5801351017 | 2.59 | 272.37 | -0.42% | |
Alphabet A | US02079K3059 | 2.50 | 176.06 | +1.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund X Net Acc | 3.53B | 3.29 | 11.72 | 13.15 | ||
JPM US Equity Income Fund B Net Inc | 3.53B | 6.18 | 7.88 | 12.02 | ||
JPM US Equity Income Fund C Net Acc | 3.53B | 6.30 | 8.28 | 12.39 | ||
JPM US Equity Income Fund C Net Inc | 3.53B | 6.31 | 8.28 | 12.39 | ||
JPM US Equity Income Fund B Net Acc | 3.53B | 6.18 | 7.90 | 12.03 |
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