
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.570 | 2.000 | 0.430 |
Shares | 98.440 | 98.470 | 0.030 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.691 | 18.758 |
Price to Book | 2.294 | 3.074 |
Price to Sales | 1.277 | 2.290 |
Price to Cash Flow | 6.544 | 12.204 |
Dividend Yield | 2.297 | 2.034 |
5 Years Earnings Growth | 10.948 | 9.715 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.510 | 24.567 |
Healthcare | 17.020 | 12.037 |
Financial Services | 15.190 | 16.878 |
Consumer Cyclical | 11.270 | 10.303 |
Industrials | 8.200 | 12.149 |
Communication Services | 7.300 | 8.153 |
Energy | 6.580 | 3.329 |
Consumer Defensive | 5.680 | 7.262 |
Basic Materials | 3.570 | 3.923 |
Utilities | 3.220 | 2.533 |
Real Estate | 1.440 | 2.763 |
Number of long holdings: 201
Number of short holdings: 13
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.61 | 232.14 | -0.18% | |
Microsoft | US5949181045 | 4.57 | 506.69 | -0.58% | |
Alphabet C | US02079K1079 | 3.47 | 213.53 | +0.55% | |
Amazon.com | US0231351067 | 2.38 | 229.00 | -1.12% | |
Eli Lilly | US5324571083 | 1.63 | 732.58 | +0.08% | |
AbbVie | US00287Y1091 | 1.54 | 210.40 | +1.19% | |
JPM USD Liquidity LVNAV X (dist.) | LU0103813985 | 1.53 | - | - | |
UnitedHealth | US91324P1021 | 1.50 | 309.87 | +2.51% | |
Pfizer | US7170811035 | 1.43 | 24.76 | +0.65% | |
Bristol-Myers Squibb | US1101221083 | 1.40 | 47.18 | +0.64% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan GlblIncome C DistGBPHdgd | 16.9B | 4.53 | 7.29 | 3.87 | ||
JPMorgan GlblIncome A mth GBPHdgd | 16.9B | 4.15 | 6.55 | 3.15 | ||
JPMorgan GlblIncome C mth GBPHdgd | 16.9B | 4.51 | 7.29 | - | ||
JPMorgan GlblIncome A DistGBPHdgd | 16.9B | 4.16 | 6.54 | 3.15 | ||
JPMorgan InVs US SelectEqC DistGBP | 9.5B | 3.04 | 13.48 | 15.18 |
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