
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.18 | 0.18 | 0.00 |
Shares | 99.82 | 99.82 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.96 | 16.03 |
Price to Book | 2.81 | 2.50 |
Price to Sales | 2.01 | 1.72 |
Price to Cash Flow | 11.25 | 10.48 |
Dividend Yield | 2.50 | 2.50 |
5 Years Earnings Growth | 9.06 | 9.34 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.27 | 21.43 |
Industrials | 15.33 | 11.92 |
Healthcare | 13.30 | 14.75 |
Technology | 11.71 | 13.13 |
Consumer Defensive | 8.25 | 8.29 |
Consumer Cyclical | 7.63 | 7.00 |
Energy | 5.78 | 7.41 |
Utilities | 4.40 | 5.23 |
Real Estate | 3.00 | 3.40 |
Communication Services | 2.37 | 5.77 |
Basic Materials | 1.96 | 3.38 |
Number of long holdings: 86
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.90 | 77.51 | -0.44% | |
Bank of America | US0605051046 | 3.05 | 46.27 | +0.55% | |
Charles Schwab | US8085131055 | 2.49 | 97.76 | +0.70% | |
Philip Morris | US7181721090 | 2.48 | 168.83 | -0.79% | |
Microsoft | US5949181045 | 2.18 | 527.17 | +0.98% | |
Eaton | IE00B8KQN827 | 2.15 | 359.38 | -0.96% | |
American Express | US0258161092 | 2.04 | 296.06 | -0.46% | |
Air Products | US0091581068 | 1.95 | 283.76 | -1.72% | |
ConocoPhillips | US20825C1045 | 1.95 | 93.63 | -0.30% | |
Deere&Company | US2441991054 | 1.94 | 506.33 | -0.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 74.87B | 9.40 | 22.35 | 17.63 | ||
JPMorgan Large Cap Growth Select | 31.26B | 9.23 | 22.05 | 17.32 | ||
JPMorgan US Equity R6 | 18.53B | 8.74 | 17.03 | 14.08 | ||
JPMorgan Equity Income Select | 15.11B | 6.56 | 8.67 | 9.76 | ||
JPMorgan Growth Advantage R6 | 10.24B | 9.92 | 21.20 | 16.91 |
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