
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.22 | 1.22 | 0.00 |
Shares | 98.78 | 98.78 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.32 | 15.66 |
Price to Book | 2.52 | 2.48 |
Price to Sales | 2.00 | 1.69 |
Price to Cash Flow | 11.98 | 10.48 |
Dividend Yield | 2.12 | 2.53 |
5 Years Earnings Growth | 10.62 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 19.67 | 21.21 |
Healthcare | 15.83 | 15.63 |
Industrials | 14.87 | 11.68 |
Technology | 10.68 | 12.42 |
Energy | 7.63 | 7.64 |
Consumer Defensive | 6.88 | 8.54 |
Consumer Cyclical | 6.73 | 6.74 |
Utilities | 5.55 | 5.34 |
Real Estate | 4.74 | 3.50 |
Communication Services | 4.20 | 5.55 |
Basic Materials | 3.21 | 3.40 |
Number of long holdings: 107
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UnitedHealth | US91324P1021 | 2.44 | 304.72 | +0.93% | |
Exxon Mobil | US30231G1022 | 2.37 | 103.05 | +0.73% | |
AbbVie | US00287Y1091 | 2.19 | 186.99 | +0.47% | |
Wells Fargo&Co | US9497461015 | 2.17 | 74.72 | -0.08% | |
Eaton | IE00B8KQN827 | 2.05 | 318.88 | -0.41% | |
Bank of America | US0605051046 | 2.00 | 44.08 | -0.11% | |
Berkshire Hathaway B | US0846707026 | 1.87 | 502.81 | -0.23% | |
ConocoPhillips | US20825C1045 | 1.84 | 86.72 | +1.61% | |
NextEra Energy | US65339F1012 | 1.83 | 70.16 | +0.12% | |
Travelers | US89417E1091 | 1.63 | 276.34 | +0.23% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 68.03B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 27.76B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.51B | -0.77 | 6.61 | 9.34 | ||
JPMorgan US Equity R6 | 17.41B | -6.76 | 11.26 | 12.56 | ||
JPMorgan Equity Income Select | 15.07B | -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