
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.31 | 2.31 | 0.00 |
Shares | 97.69 | 97.69 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.97 | 15.66 |
Price to Book | 2.02 | 2.48 |
Price to Sales | 1.30 | 1.69 |
Price to Cash Flow | 10.43 | 10.50 |
Dividend Yield | 2.41 | 2.52 |
5 Years Earnings Growth | 9.17 | 9.64 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 27.86 | 21.21 |
Healthcare | 17.43 | 15.64 |
Consumer Cyclical | 11.28 | 6.73 |
Industrials | 8.60 | 11.67 |
Real Estate | 8.09 | 3.50 |
Technology | 6.85 | 12.40 |
Energy | 6.76 | 7.67 |
Consumer Defensive | 5.35 | 8.54 |
Utilities | 3.79 | 5.33 |
Communication Services | 2.49 | 5.55 |
Basic Materials | 1.50 | 3.40 |
Number of long holdings: 129
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Wells Fargo&Co | US9497461015 | 3.32 | 74.51 | +1.06% | |
Berkshire Hathaway B | US0846707026 | 3.08 | 506.18 | +0.61% | |
AbbVie | US00287Y1091 | 2.20 | 185.62 | +1.38% | |
Bristol-Myers Squibb | US1101221083 | 2.07 | 47.85 | +1.87% | |
Chevron | US1667641005 | 1.79 | 137.91 | +1.39% | |
M&T Bank | US55261F1049 | 1.75 | 182.96 | +0.84% | |
ConocoPhillips | US20825C1045 | 1.74 | 85.60 | +1.21% | |
Bank of America | US0605051046 | 1.62 | 44.24 | +0.41% | |
Travelers | US89417E1091 | 1.59 | 274.41 | +0.28% | |
Capital One Financial | US14040H1059 | 1.56 | 190.76 | -0.17% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Large Cap Growth R6 | 63.45B | -6.48 | 16.50 | 16.50 | ||
JPMorgan Large Cap Growth Select | 25.63B | -6.56 | 16.22 | 16.20 | ||
JPMorgan Equity Income R6 | 21.08B | -0.77 | 6.61 | 9.34 | ||
JPMorgan US Equity R6 | 16.44B | -6.76 | 11.26 | 12.56 | ||
JPMorgan Equity Income Select | 14.71B | -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