
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.45 | 0.45 | 0.00 |
Shares | 99.55 | 99.55 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.43 | 20.17 |
Price to Book | 4.43 | 3.87 |
Price to Sales | 2.94 | 2.57 |
Price to Cash Flow | 15.85 | 13.63 |
Dividend Yield | 1.41 | 1.58 |
5 Years Earnings Growth | 9.49 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.97 | 28.02 |
Financial Services | 13.65 | 14.98 |
Consumer Cyclical | 11.59 | 10.35 |
Healthcare | 10.49 | 12.33 |
Communication Services | 9.95 | 8.50 |
Industrials | 7.40 | 9.77 |
Consumer Defensive | 5.47 | 6.35 |
Energy | 3.15 | 3.79 |
Utilities | 2.53 | 2.70 |
Real Estate | 2.08 | 2.31 |
Basic Materials | 1.73 | 2.39 |
Number of long holdings: 507
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.94 | 201.08 | +0.04% | |
Microsoft | US5949181045 | 6.01 | 495.94 | -0.30% | |
NVIDIA | US67066G1040 | 5.73 | 157.75 | +1.76% | |
Amazon.com | US0231351067 | 4.33 | 223.30 | +2.85% | |
Meta Platforms | US30303M1027 | 2.92 | 733.63 | +1.04% | |
Alphabet A | US02079K3059 | 2.32 | 178.53 | +2.88% | |
Tesla | US88160R1014 | 2.20 | 323.63 | -0.66% | |
Broadcom | US11135F1012 | 2.01 | 269.35 | -0.30% | |
Alphabet C | US02079K1079 | 1.90 | 178.27 | +2.20% | |
Berkshire Hathaway B | US0846707026 | 1.67 | 485.68 | +0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 71.95B | 0.30 | 19.54 | 17.00 | ||
JPMorgan Large Cap Growth Select | 29.6B | 0.19 | 19.24 | 16.70 | ||
JPMorgan Equity Income R6 | 21.98B | 2.30 | 6.83 | 9.54 | ||
JPMorgan US Equity R6 | 18.14B | -0.51 | 13.83 | 13.03 | ||
JPMorgan Equity Income Select | 15.4B | 2.24 | 6.58 | 9.25 |
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