
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.44 | 2.44 | 0.00 |
Shares | 97.56 | 97.56 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.10 | 14.65 |
Price to Book | 2.26 | 1.99 |
Price to Sales | 1.33 | 1.17 |
Price to Cash Flow | 11.27 | 8.83 |
Dividend Yield | 1.88 | 2.19 |
5 Years Earnings Growth | 11.36 | 10.40 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.62 | 17.54 |
Industrials | 16.01 | 16.32 |
Consumer Cyclical | 12.28 | 11.55 |
Technology | 9.74 | 11.00 |
Healthcare | 8.96 | 10.46 |
Real Estate | 8.58 | 7.72 |
Utilities | 7.10 | 6.94 |
Energy | 5.85 | 6.19 |
Consumer Defensive | 5.80 | 6.79 |
Basic Materials | 3.11 | 4.81 |
Communication Services | 1.96 | 3.29 |
Number of long holdings: 101
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Ameriprise Financial | US03076C1062 | 2.16 | 519.75 | -0.24% | |
Loews | US5404241086 | 2.01 | 90.29 | -0.91% | |
Raymond James Financial | US7547301090 | 1.90 | 169.46 | +0.86% | |
Cencora Inc | US03073E1055 | 1.65 | 291.80 | +0.70% | |
WEC Energy | US92939U1060 | 1.63 | 108.36 | -0.25% | |
Ametek | US0311001004 | 1.62 | 176.76 | -1.23% | |
Arch Capital | BMG0450A1053 | 1.46 | 85.61 | -0.59% | |
First Citizens BancShares | US31946M1036 | 1.41 | 2,017.02 | -0.73% | |
Williams | US9694571004 | 1.40 | 59.24 | +0.59% | |
Teledyne Technologies | US8793601050 | 1.40 | 550.59 | -0.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 73.88B | 6.60 | 25.36 | 17.84 | ||
JPMorgan Large Cap Growth Select | 30.63B | 6.47 | 25.05 | 17.53 | ||
JPMorgan Equity Income R6 | 22.04B | 6.36 | 10.73 | 10.16 | ||
JPMorgan US Equity R6 | 18.66B | 5.05 | 19.09 | 13.85 | ||
JPMorgan Equity Income Select | 15.37B | 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