Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.91 | 4.91 | 0.00 |
Stocks | 95.09 | 95.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 27.59 | 27.64 |
Price to Book | 7.93 | 7.20 |
Price to Sales | 4.67 | 4.68 |
Price to Cash Flow | 20.24 | 18.98 |
Dividend Yield | 0.60 | 0.70 |
5 Years Earnings Growth | 16.64 | 16.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 41.76 | 40.72 |
Communication Services | 16.36 | 11.99 |
Consumer Cyclical | 14.72 | 13.54 |
Healthcare | 10.03 | 11.48 |
Financial Services | 8.12 | 9.28 |
Industrials | 6.63 | 7.03 |
Consumer Defensive | 1.60 | 3.49 |
Energy | 0.59 | 1.45 |
Basic Materials | 0.20 | 1.72 |
Number of long holdings: 70
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 10.11 | 134.70 | +3.08% | |
Microsoft | US5949181045 | 8.99 | 436.60 | -0.10% | |
Amazon.com | US0231351067 | 6.07 | 224.92 | +0.73% | |
Meta Platforms | US30303M1027 | 5.95 | 585.25 | -1.73% | |
Apple | US0378331005 | 5.06 | 254.49 | +1.88% | |
Eli Lilly | US5324571083 | 4.84 | 767.76 | +1.35% | |
Alphabet C | US02079K1079 | 4.51 | 192.96 | +1.72% | |
Netflix | US64110L1061 | 3.06 | 909.05 | +0.78% | |
Mastercard | US57636Q1040 | 2.88 | 528.03 | +0.91% | |
Broadcom | US11135F1012 | 2.22 | 220.79 | +1.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth Select | 25.66B | 34.39 | 10.79 | 17.56 | ||
JPMorgan Equity Income R6 | 21.99B | 22.10 | 10.32 | 10.31 | ||
JPMorgan US Equity R6 | 17.51B | 29.10 | 11.71 | 14.03 | ||
JPMorgan Equity Income Select | 15.51B | 21.82 | 10.03 | 10.03 | ||
JPMorgan Growth Advantage R6 | 9.69B | 32.85 | 9.74 | 17.44 |
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