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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.02 | 1.38 | 0.36 |
Stocks | 98.96 | 98.96 | 0.00 |
Bonds | 0.02 | 0.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.91 | 15.58 |
Price to Book | 2.93 | 2.60 |
Price to Sales | 2.58 | 1.78 |
Price to Cash Flow | 13.01 | 10.12 |
Dividend Yield | 2.71 | 3.44 |
5 Years Earnings Growth | 10.25 | 8.69 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.40 | 14.51 |
Financial Services | 15.89 | 18.30 |
Industrials | 10.71 | 12.37 |
Healthcare | 10.50 | 13.73 |
Consumer Cyclical | 9.71 | 8.36 |
Consumer Defensive | 7.59 | 12.12 |
Utilities | 6.64 | 5.59 |
Energy | 5.74 | 5.91 |
Basic Materials | 4.69 | 4.13 |
Communication Services | 4.06 | 6.43 |
Real Estate | 3.08 | 3.45 |
Number of long holdings: 551
Number of short holdings: 142
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 6.90 | 435.27 | -0.78% | |
Meta Platforms | US30303M1027 | 3.50 | 561.35 | +0.40% | |
UnitedHealth | US91324P1021 | 2.79 | 575.00 | -0.36% | |
Coca-Cola | US1912161007 | 2.53 | 71.64 | +1.44% | |
Taiwan Semicon | TW0002330008 | 2.53 | 973.00 | +1.35% | |
Shin-Etsu Chemical | JP3371200001 | 2.39 | 5,862.0 | +1.95% | |
AbbVie | US00287Y1091 | 2.33 | 193.47 | -0.08% | |
Nestle | CH0038863350 | 2.29 | 82.04 | -3.93% | |
Vinci | FR0000125486 | 2.21 | 109.85 | -0.68% | |
Louis Vuitton | FR0000121014 | 2.18 | 591.90 | -3.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPM US Equity Income Fund B Net Acc | 3.27B | 8.25 | 6.93 | 11.51 | ||
JPM US Equity Income Fund B Net Inc | 3.27B | 8.24 | 6.91 | 11.51 | ||
JPM US Equity Income Fund C Net Acc | 3.27B | 8.49 | 7.30 | 11.87 | ||
JPM US Equity Income Fund C Net Inc | 3.27B | 8.49 | 7.30 | 11.87 | ||
JPM US Equity Income Fund X Net Acc | 3.27B | 9.03 | 8.09 | 12.76 |
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