Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.92 | 1.94 | 1.02 |
Shares | 99.05 | 99.05 | 0.00 |
Bonds | 0.03 | 0.03 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.96 | 15.68 |
Price to Book | 2.73 | 3.22 |
Price to Sales | 1.82 | 1.71 |
Price to Cash Flow | 11.51 | 10.80 |
Dividend Yield | 2.91 | 2.77 |
5 Years Earnings Growth | 10.20 | 9.89 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.94 | 16.33 |
Healthcare | 16.40 | 13.25 |
Industrials | 12.74 | 11.86 |
Consumer Defensive | 9.77 | 7.44 |
Technology | 9.74 | 21.24 |
Energy | 8.30 | 7.45 |
Consumer Cyclical | 6.40 | 8.90 |
Utilities | 4.39 | 5.89 |
Basic Materials | 3.64 | 4.14 |
Communication Services | 2.71 | 4.36 |
Real Estate | 1.99 | 2.74 |
Number of long holdings: 130
Number of short holdings: 26
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 2.92 | 59.91 | +0.13% | |
ConocoPhillips | US20825C1045 | 2.80 | 122.25 | 0.00% | |
Bank of America | US0605051046 | 2.28 | 37.24 | +0.98% | |
Chevron | US1667641005 | 2.19 | 160.25 | -0.30% | |
BlackRock | US09247X1019 | 2.12 | 763.48 | +0.86% | |
Morgan Stanley | US6174464486 | 2.08 | 93.60 | +1.03% | |
AbbVie | US00287Y1091 | 2.06 | 163.79 | +1.85% | |
UnitedHealth | US91324P1021 | 2.00 | 492.66 | -0.06% | |
Comcast | US20030N1019 | 2.00 | 38.67 | +0.82% | |
J&J | US4781601046 | 1.98 | 149.26 | -0.44% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Inc | 3.47B | 7.67 | 9.60 | 12.16 | ||
JPM US Equity Income Fund C Net Acc | 3.47B | 7.75 | 9.99 | 12.52 | ||
JPM US Equity Income Fund C Net Inc | 3.47B | 7.76 | 9.99 | 12.52 | ||
JPM US Equity Income Fund B Net Acc | 3.47B | 7.67 | 9.61 | 12.16 | ||
JP Morgan Emerging Markets B Net Ac | 2.32B | 3.64 | -6.41 | 6.77 |
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