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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.35 | 0.99 | 0.64 |
Shares | 99.64 | 99.64 | 0.00 |
Bonds | 0.01 | 0.01 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.01 | 16.39 |
Price to Book | 2.83 | 3.37 |
Price to Sales | 1.97 | 1.78 |
Price to Cash Flow | 12.11 | 11.30 |
Dividend Yield | 2.84 | 2.56 |
5 Years Earnings Growth | 8.65 | 8.82 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.91 | 16.58 |
Healthcare | 14.10 | 11.89 |
Industrials | 13.15 | 11.24 |
Technology | 10.51 | 21.95 |
Consumer Defensive | 9.89 | 7.96 |
Energy | 8.69 | 7.14 |
Consumer Cyclical | 5.56 | 8.81 |
Utilities | 5.11 | 6.34 |
Basic Materials | 3.70 | 4.75 |
Communication Services | 2.51 | 4.65 |
Real Estate | 1.87 | 3.45 |
Number of long holdings: 153
Number of short holdings: 18
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.09 | 59.39 | +3.42% | |
ConocoPhillips | US20825C1045 | 2.74 | 114.38 | +0.36% | |
Bank of America | US0605051046 | 2.65 | 39.78 | +1.35% | |
Chevron | US1667641005 | 2.43 | 156.42 | +0.06% | |
Morgan Stanley | US6174464486 | 2.28 | 97.19 | +1.48% | |
UnitedHealth | US91324P1021 | 2.24 | 509.34 | +4.71% | |
Analog Devices | US0326541051 | 2.22 | 228.30 | +0.71% | |
Air Products | US0091581068 | 2.14 | 258.05 | -1.91% | |
Charles Schwab | US8085131055 | 2.02 | 73.69 | +0.18% | |
Philip Morris | US7181721090 | 1.95 | 101.33 | -0.24% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.36B | 4.18 | 7.38 | 11.55 | ||
JPM US Equity Income Fund B Net Inc | 3.36B | 4.18 | 7.37 | 11.54 | ||
JPM US Equity Income Fund C Net Inc | 3.36B | 4.34 | 7.76 | 11.91 | ||
JPM US Equity Income Fund X Net Acc | 3.36B | 4.66 | 8.57 | 12.81 | ||
JP Morgan Emerging Markets B Net Ac | 2.4B | 2.62 | -7.17 | 6.16 |
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