
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.57 | 1.59 | 0.02 |
Shares | 98.43 | 98.43 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.15 | 20.37 |
Price to Book | 4.32 | 3.89 |
Price to Sales | 3.23 | 2.59 |
Price to Cash Flow | 13.86 | 13.71 |
Dividend Yield | 1.44 | 1.57 |
5 Years Earnings Growth | 9.58 | 10.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.19 | 28.23 |
Financial Services | 13.95 | 14.97 |
Consumer Cyclical | 12.03 | 10.35 |
Healthcare | 9.41 | 12.12 |
Communication Services | 9.16 | 8.57 |
Industrials | 7.87 | 9.84 |
Consumer Defensive | 4.98 | 6.31 |
Energy | 2.97 | 3.75 |
Utilities | 2.52 | 2.69 |
Real Estate | 2.01 | 2.30 |
Basic Materials | 1.90 | 2.38 |
Number of long holdings: 154
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.72 | 511.78 | +1.22% | |
NVIDIA | US67066G1040 | 6.94 | 173.08 | +0.99% | |
Apple | US0378331005 | 5.81 | 210.06 | -0.05% | |
Amazon.com | US0231351067 | 4.27 | 223.88 | +0.31% | |
Meta Platforms | US30303M1027 | 3.35 | 701.41 | -0.21% | |
Broadcom | US11135F1012 | 2.22 | 286.55 | +2.04% | |
Alphabet A | US02079K3059 | 2.00 | 183.62 | +0.36% | |
Mastercard | US57636Q1040 | 1.84 | 555.61 | +0.02% | |
Tesla | US88160R1014 | 1.81 | 319.41 | -0.70% | |
Visa A | US92826C8394 | 1.68 | 349.81 | -0.03% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 72.51B | 6.60 | 25.36 | 17.84 | ||
JPMorgan Large Cap Growth Select | 30.06B | 6.47 | 25.05 | 17.53 | ||
JPMorgan Equity Income R6 | 21.81B | 6.36 | 10.73 | 10.16 | ||
JPMorgan US Equity R6 | 18.22B | 5.05 | 19.09 | 13.85 | ||
JPMorgan Equity Income Select | 15.36B | 6.23 | 10.45 | 9.89 |
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