Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 18.910 | 18.930 | 0.020 |
Stocks | 81.090 | 112.850 | 31.760 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.387 | 16.069 |
Price to Book | 3.793 | 2.537 |
Price to Sales | 2.065 | 1.677 |
Price to Cash Flow | 11.411 | 9.251 |
Dividend Yield | 0.957 | 2.035 |
5 Years Earnings Growth | 11.109 | 11.169 |
Name | Net % | Category Average |
---|---|---|
Technology | 35.210 | 20.504 |
Healthcare | 13.650 | 13.145 |
Utilities | 12.770 | 3.258 |
Consumer Defensive | 11.410 | 6.666 |
Consumer Cyclical | 7.770 | 10.914 |
Industrials | 7.140 | 11.034 |
Communication Services | 6.160 | 8.873 |
Financial Services | 5.880 | 15.929 |
Number of long holdings: 32
Number of short holdings: 17
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 10.40 | 524.65 | +0.65% | |
PG E | US69331C1080 | 9.32 | 18.60 | +0.81% | |
Fiserv | US3377381088 | 8.10 | 152.73 | -0.07% | |
Berkshire Hathaway B | US0846707026 | 6.08 | 417.04 | +0.95% | |
Alphabet A | US02079K3059 | 5.95 | 176.06 | +1.08% | |
Adobe | US00724F1012 | 5.51 | 483.43 | +0.11% | |
Walmart | US9311421039 | 5.48 | 64.65 | +1.00% | |
NXP | NL0009538784 | 5.41 | 267.72 | -0.70% | |
Constellation Brands A | US21036P1084 | 4.93 | 255.39 | 0.00% | |
Taiwan Semiconductor | US8740391003 | 4.78 | 151.68 | -0.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 56.89B | 10.57 | 7.60 | 17.18 | ||
JPMorgan Equity Income R6 | 22.69B | 3.98 | 5.67 | 9.62 | ||
JPMorgan Large Cap Growth Select | 21.4B | 10.48 | 7.33 | 16.87 | ||
JPMorgan Equity Income Select | 16.77B | 3.94 | 5.42 | 9.34 | ||
JPMorgan US Equity R6 | 16.21B | 6.63 | 8.17 | 13.14 |
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