
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.57 | 1.57 | 0.00 |
Shares | 98.43 | 119.80 | 21.37 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.66 | 20.01 |
Price to Book | 4.14 | 3.85 |
Price to Sales | 3.33 | 2.55 |
Price to Cash Flow | 13.76 | 13.60 |
Dividend Yield | 1.52 | 1.58 |
5 Years Earnings Growth | 10.05 | 10.84 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.52 | 27.86 |
Consumer Cyclical | 13.52 | 10.32 |
Financial Services | 12.41 | 14.98 |
Healthcare | 10.95 | 12.51 |
Industrials | 9.49 | 9.73 |
Communication Services | 9.16 | 8.46 |
Utilities | 3.14 | 2.71 |
Energy | 3.08 | 3.84 |
Real Estate | 2.40 | 2.33 |
Basic Materials | 2.32 | 2.39 |
Consumer Defensive | 2.03 | 6.36 |
Number of long holdings: 160
Number of short holdings: 115
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.47 | 474.96 | -0.82% | |
NVIDIA | US67066G1040 | 7.16 | 141.97 | -2.09% | |
Amazon.com | US0231351067 | 5.25 | 212.10 | -0.53% | |
Apple | US0378331005 | 4.62 | 196.45 | -1.38% | |
Mastercard | US57636Q1040 | 3.57 | 562.03 | -4.62% | |
Meta Platforms | US30303M1027 | 3.50 | 682.87 | -1.51% | |
Alphabet A | US02079K3059 | 2.31 | 174.67 | -0.59% | |
Wells Fargo&Co | US9497461015 | 2.30 | 72.36 | -2.23% | |
Exxon Mobil | US30231G1022 | 1.99 | 112.12 | +2.18% | |
Lowe’s | US5486611073 | 1.98 | 217.27 | -2.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 69.75B | 0.30 | 19.54 | 17.00 | ||
JPMorgan Large Cap Growth Select | 28.52B | 0.19 | 19.24 | 16.70 | ||
JPMorgan Equity Income R6 | 21.83B | 2.30 | 6.83 | 9.54 | ||
JPMorgan US Equity R6 | 17.69B | -0.51 | 13.83 | 13.03 | ||
JPMorgan Equity Income Select | 15.29B | 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