
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.40 | 0.40 | 0.00 |
Shares | 99.60 | 99.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.98 | 19.98 |
Price to Book | 4.05 | 3.86 |
Price to Sales | 2.71 | 2.56 |
Price to Cash Flow | 13.84 | 13.66 |
Dividend Yield | 1.54 | 1.58 |
5 Years Earnings Growth | 9.92 | 10.94 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.69 | 27.78 |
Financial Services | 14.04 | 15.01 |
Healthcare | 10.85 | 12.64 |
Consumer Cyclical | 10.38 | 10.32 |
Communication Services | 9.46 | 8.44 |
Industrials | 7.66 | 9.62 |
Consumer Defensive | 6.15 | 6.33 |
Energy | 3.18 | 3.91 |
Utilities | 2.56 | 2.78 |
Real Estate | 2.25 | 2.32 |
Basic Materials | 1.77 | 2.38 |
Number of long holdings: 506
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.74 | 200.63 | -1.08% | |
Microsoft | US5949181045 | 6.20 | 467.68 | +0.82% | |
NVIDIA | US67066G1040 | 5.63 | 139.99 | -1.36% | |
Amazon.com | US0231351067 | 3.67 | 207.91 | +0.33% | |
Meta Platforms | US30303M1027 | 2.54 | 684.62 | -0.48% | |
Berkshire Hathaway B | US0846707026 | 2.06 | 488.74 | -0.46% | |
Alphabet A | US02079K3059 | 1.95 | 168.21 | +0.10% | |
Broadcom | US11135F1012 | 1.90 | 259.93 | -0.44% | |
Tesla | US88160R1014 | 1.67 | 284.70 | -14.26% | |
Alphabet C | US02079K1079 | 1.61 | 169.81 | +0.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.45B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 25.63B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.08B | -0.77 | 6.61 | 9.34 | ||
JPMorgan US Equity R6 | 16.44B | -6.76 | 11.26 | 12.56 | ||
JPMorgan Equity Income Select | 14.71B | -0.85 | 6.35 | 9.05 |
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