
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.990 | 2.990 | 0.000 |
Shares | 97.010 | 97.010 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.247 | 15.703 |
Price to Book | 1.960 | 2.466 |
Price to Sales | 1.033 | 1.686 |
Price to Cash Flow | 9.334 | 10.415 |
Dividend Yield | 2.425 | 2.537 |
5 Years Earnings Growth | 9.873 | 9.601 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.910 | 21.271 |
Healthcare | 18.810 | 15.370 |
Industrials | 11.940 | 11.784 |
Technology | 11.010 | 12.587 |
Real Estate | 8.810 | 3.500 |
Consumer Cyclical | 6.690 | 6.802 |
Consumer Defensive | 6.340 | 8.545 |
Communication Services | 6.020 | 5.558 |
Energy | 4.370 | 7.496 |
Utilities | 3.830 | 5.315 |
Basic Materials | 3.280 | 3.393 |
Number of long holdings: 105
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Philip Morris | US7181721090 | 3.33 | 178.88 | +1.69% | |
Bank of America | US0605051046 | 3.24 | 48.93 | +0.45% | |
Wells Fargo&Co | US9497461015 | 2.97 | 83.60 | +1.51% | |
Exxon Mobil | US30231G1022 | 2.71 | 112.20 | +1.04% | |
UnitedHealth | US91324P1021 | 2.51 | 308.55 | +0.32% | |
Berkshire Hathaway B | US0846707026 | 2.49 | 485.00 | +0.94% | |
Cigna | US1255231003 | 2.23 | 319.75 | -0.20% | |
First Citizens BancShares | US31946M1036 | 2.04 | 2,088.73 | +0.71% | |
Verizon | US92343V1044 | 2.04 | 43.55 | -0.09% | |
Corpay | US2199481068 | 1.88 | 339.10 | +0.59% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 71.92B | 0.30 | 19.54 | 17.00 | ||
JPMorgan Large Cap Growth Select | 29.57B | 0.19 | 19.24 | 16.70 | ||
JPMorgan Equity Income R6 | 22.28B | 2.30 | 6.83 | 9.54 | ||
JPMorgan US Equity R6 | 18.25B | -0.51 | 13.83 | 13.03 | ||
JPMorgan Equity Income Select | 15.65B | 2.24 | 6.58 | 9.25 |
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