
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.51 | 2.51 | 0.00 |
Shares | 97.43 | 97.43 | 0.00 |
Other | 0.06 | 0.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.74 | 14.22 |
Price to Book | 1.51 | 1.83 |
Price to Sales | 0.88 | 1.45 |
Price to Cash Flow | 5.84 | 8.62 |
Dividend Yield | 3.88 | 3.19 |
5 Years Earnings Growth | 6.89 | 9.50 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.47 | 20.76 |
Industrials | 16.32 | 16.54 |
Healthcare | 15.19 | 10.74 |
Technology | 11.19 | 12.72 |
Consumer Cyclical | 10.12 | 9.99 |
Consumer Defensive | 9.22 | 8.63 |
Basic Materials | 7.74 | 6.62 |
Communication Services | 6.69 | 6.19 |
Utilities | 3.97 | 3.04 |
Real Estate | 1.56 | 2.25 |
Energy | 1.52 | 4.24 |
Number of long holdings: 195
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Nestle | CH0038863350 | 2.91 | 71.10 | -0.48% | |
Roche Holding Participation | CH0012032048 | 2.54 | 257.10 | -0.96% | |
Novartis | CH0012005267 | 2.12 | 94.19 | -0.87% | |
BHP Group Ltd | AU000000BHP4 | 1.82 | 39.220 | -0.08% | |
Sanofi | FR0000120578 | 1.67 | 80.34 | +1.90% | |
Rio Tinto PLC | GB0007188757 | 1.66 | 4,492.0 | -0.26% | |
Allianz | DE0008404005 | 1.56 | 334.10 | -3.77% | |
Toyota Motor | JP3633400001 | 1.51 | 2,724.5 | +1.04% | |
Novo Nordisk A/S B | DK0060534915 | 1.50 | - | - | |
Schneider Electric | FR0000121972 | 1.45 | 213.90 | -6.29% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 72.51B | 6.60 | 25.36 | 17.84 | ||
JPMorgan Large Cap Growth Select | 30.19B | 6.47 | 25.05 | 17.53 | ||
JPMorgan Equity Income R6 | 21.45B | 6.36 | 10.73 | 10.16 | ||
JPMorgan US Equity R6 | 18.05B | 5.05 | 19.09 | 13.85 | ||
JPMorgan Equity Income Select | 14.98B | 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