Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.770 | 2.260 | 0.490 |
Stocks | 98.230 | 98.230 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.930 | 20.665 |
Price to Book | 5.043 | 4.036 |
Price to Sales | 3.985 | 2.765 |
Price to Cash Flow | 17.134 | 14.633 |
Dividend Yield | 1.205 | 1.546 |
5 Years Earnings Growth | 11.995 | 11.794 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.870 | 29.217 |
Financial Services | 14.270 | 15.901 |
Consumer Cyclical | 13.130 | 10.293 |
Healthcare | 11.450 | 12.398 |
Industrials | 9.460 | 8.768 |
Communication Services | 5.800 | 8.375 |
Energy | 4.900 | 3.431 |
Utilities | 4.180 | 2.504 |
Basic Materials | 1.950 | 2.773 |
Consumer Defensive | 1.240 | 5.655 |
Real Estate | 0.750 | 2.288 |
Number of long holdings: 56
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.31 | 424.56 | +0.52% | |
Apple | US0378331005 | 7.42 | 242.70 | +0.20% | |
NVIDIA | US67066G1040 | 7.16 | 140.11 | -0.02% | |
Amazon.com | US0231351067 | 4.72 | 222.13 | +0.01% | |
Meta Platforms | US30303M1027 | 3.22 | 610.72 | -1.16% | |
UnitedHealth | US91324P1021 | 2.83 | 524.52 | +2.00% | |
Wells Fargo&Co | US9497461015 | 2.80 | 71.57 | -0.03% | |
Baker Hughes | US05722G1004 | 2.78 | 43.44 | +0.09% | |
American Express | US0258161092 | 2.54 | 302.85 | +0.27% | |
Lowe’s | US5486611073 | 2.54 | 246.89 | +0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
GB00B88MP089 | 781.38M | 3.47 | 11.17 | 7.30 | ||
JPM Equity Income C Net Income | 774.11M | 14.65 | 9.14 | 9.99 | ||
GB00B8DB5B19 | 774.11M | 14.65 | 9.06 | 10.03 | ||
JPM US Small Cap Growth C Net Inc | 178.69M | 18.90 | -1.09 | 11.79 |
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