
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.33 | 0.33 | 0.00 |
Shares | 99.67 | 99.67 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.41 | 20.06 |
Price to Book | 4.46 | 3.89 |
Price to Sales | 3.41 | 2.57 |
Price to Cash Flow | 15.39 | 13.79 |
Dividend Yield | 1.36 | 1.57 |
5 Years Earnings Growth | 10.04 | 11.03 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.04 | 27.77 |
Financial Services | 15.61 | 15.01 |
Consumer Cyclical | 12.30 | 10.39 |
Healthcare | 12.09 | 12.62 |
Industrials | 10.16 | 9.56 |
Communication Services | 6.43 | 8.43 |
Energy | 5.28 | 3.96 |
Utilities | 4.59 | 2.80 |
Consumer Defensive | 2.92 | 6.30 |
Basic Materials | 1.88 | 2.39 |
Real Estate | 0.71 | 2.31 |
Number of long holdings: 52
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.69 | 438.73 | +0.13% | |
Apple | US0378331005 | 7.33 | 198.53 | +0.53% | |
NVIDIA | US67066G1040 | 5.21 | 116.65 | -0.61% | |
Amazon.com | US0231351067 | 4.43 | 193.06 | +0.51% | |
Meta Platforms | US30303M1027 | 4.06 | 592.49 | -0.92% | |
Wells Fargo&Co | US9497461015 | 3.27 | 72.45 | -1.17% | |
Baker Hughes | US05722G1004 | 2.89 | 36.49 | +0.66% | |
Mastercard | US57636Q1040 | 2.87 | 568.64 | +0.27% | |
UnitedHealth | US91324P1021 | 2.74 | 380.64 | -1.27% | |
Broadcom | US11135F1012 | 2.44 | 208.20 | +0.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 64.58B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 26.26B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.22B | -0.77 | 6.61 | 9.34 | ||
JPMorgan US Equity R6 | 16.99B | -6.76 | 11.26 | 12.56 | ||
JPMorgan Equity Income Select | 14.83B | -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