
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.34 | 0.34 | 0.00 |
Shares | 99.66 | 99.66 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.54 | 15.74 |
Price to Book | 2.79 | 2.50 |
Price to Sales | 2.06 | 1.71 |
Price to Cash Flow | 12.84 | 10.61 |
Dividend Yield | 2.50 | 2.51 |
5 Years Earnings Growth | 9.22 | 9.47 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.90 | 21.37 |
Healthcare | 15.51 | 15.26 |
Industrials | 14.89 | 11.78 |
Technology | 9.46 | 12.77 |
Consumer Defensive | 7.96 | 8.33 |
Consumer Cyclical | 7.35 | 6.79 |
Energy | 6.65 | 7.55 |
Utilities | 4.44 | 5.25 |
Real Estate | 2.66 | 3.50 |
Communication Services | 2.19 | 5.59 |
Basic Materials | 1.99 | 3.40 |
Number of long holdings: 88
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.64 | 64.71 | +1.14% | |
Bank of America | US0605051046 | 2.88 | 37.41 | +0.21% | |
UnitedHealth | US91324P1021 | 2.45 | 454.11 | -22.38% | |
Charles Schwab | US8085131055 | 2.12 | 76.15 | +0.59% | |
Chevron | US1667641005 | 2.11 | 137.87 | +1.85% | |
Philip Morris | US7181721090 | 2.10 | 163.21 | +1.70% | |
ConocoPhillips | US20825C1045 | 2.06 | 88.98 | +3.03% | |
AbbVie | US00287Y1091 | 2.04 | 172.99 | +0.76% | |
Air Products | US0091581068 | 1.98 | 262.90 | +0.60% | |
American Express | US0258161092 | 1.84 | 251.31 | -0.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 59.59B | -7.73 | 11.64 | 16.41 | ||
JPMorgan Large Cap Growth Select | 23.88B | -7.78 | 11.37 | 16.11 | ||
JPMorgan Equity Income R6 | 20.42B | 2.82 | 6.13 | 9.67 | ||
JPMorgan US Equity R6 | 15.71B | -5.60 | 8.32 | 12.68 | ||
JPMorgan Equity Income Select | 14.29B | 2.76 | 5.86 | 9.39 |
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