
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.21 | 0.21 | 0.00 |
Shares | 99.79 | 99.79 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.18 | 16.07 |
Price to Book | 2.80 | 2.50 |
Price to Sales | 2.09 | 1.72 |
Price to Cash Flow | 12.43 | 10.49 |
Dividend Yield | 2.54 | 2.49 |
5 Years Earnings Growth | 8.35 | 9.26 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.61 | 21.44 |
Industrials | 15.41 | 11.95 |
Healthcare | 15.28 | 14.59 |
Technology | 9.54 | 13.16 |
Consumer Defensive | 7.44 | 8.20 |
Consumer Cyclical | 7.11 | 7.11 |
Energy | 6.55 | 7.40 |
Utilities | 4.42 | 5.23 |
Real Estate | 2.51 | 3.38 |
Basic Materials | 2.11 | 3.37 |
Communication Services | 2.03 | 5.89 |
Number of long holdings: 88
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.76 | 82.49 | +0.62% | |
Bank of America | US0605051046 | 2.89 | 50.81 | +0.62% | |
UnitedHealth | US91324P1021 | 2.80 | 305.79 | +1.16% | |
Morgan Stanley | US6174464486 | 2.26 | 150.24 | +0.04% | |
Charles Schwab | US8085131055 | 2.21 | 95.71 | -1.42% | |
Air Products | US0091581068 | 2.10 | 293.78 | -0.42% | |
ConocoPhillips | US20825C1045 | 2.05 | 98.92 | +0.48% | |
American Express | US0258161092 | 2.04 | 331.53 | +1.39% | |
Chevron | US1667641005 | 1.98 | 160.46 | +0.72% | |
Norfolk Southern | US6558441084 | 1.98 | 279.45 | +0.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 74.86B | 9.40 | 22.35 | 17.63 | ||
JPMorgan Large Cap Growth Select | 31.29B | 9.23 | 22.05 | 17.32 | ||
JPMorgan Equity Income R6 | 22.18B | 6.71 | 8.95 | 10.04 | ||
JPMorgan US Equity R6 | 18.72B | 8.74 | 17.03 | 14.08 | ||
JPMorgan Equity Income Select | 15.48B | 6.56 | 8.67 | 9.76 |
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