
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 | 20.66 |
Price to Book | 4.43 | 3.94 |
Price to Sales | 2.94 | 2.64 |
Price to Cash Flow | 15.85 | 13.85 |
Dividend Yield | 1.41 | 1.55 |
5 Years Earnings Growth | 9.49 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.97 | 28.65 |
Financial Services | 13.65 | 14.95 |
Consumer Cyclical | 11.59 | 10.34 |
Healthcare | 10.49 | 11.81 |
Communication Services | 9.95 | 8.65 |
Industrials | 7.40 | 9.87 |
Consumer Defensive | 5.47 | 6.21 |
Energy | 3.15 | 3.70 |
Utilities | 2.53 | 2.67 |
Real Estate | 2.08 | 2.27 |
Basic Materials | 1.73 | 2.36 |
Number of long holdings: 507
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.94 | 209.05 | -1.05% | |
Microsoft | US5949181045 | 6.01 | 513.24 | +0.13% | |
NVIDIA | US67066G1040 | 5.73 | 179.27 | +2.14% | |
Amazon.com | US0231351067 | 4.33 | 230.19 | -0.35% | |
Meta Platforms | US30303M1027 | 2.92 | 695.21 | -0.68% | |
Alphabet A | US02079K3059 | 2.32 | 196.53 | +0.40% | |
Tesla | US88160R1014 | 2.20 | 319.04 | -0.67% | |
Broadcom | US11135F1012 | 2.01 | 302.62 | +1.75% | |
Alphabet C | US02079K1079 | 1.90 | 197.44 | +0.51% | |
Berkshire Hathaway B | US0846707026 | 1.67 | 476.00 | -0.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 73.88B | 6.60 | 25.36 | 17.84 | ||
JPMorgan Large Cap Growth Select | 30.63B | 6.47 | 25.05 | 17.53 | ||
JPMorgan Equity Income R6 | 22.04B | 6.36 | 10.73 | 10.16 | ||
JPMorgan US Equity R6 | 18.66B | 5.05 | 19.09 | 13.85 | ||
JPMorgan Equity Income Select | 15.37B | 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