Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.500 | 1.500 | 0.000 |
Stocks | 98.500 | 98.650 | 0.150 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.024 | 19.869 |
Price to Book | 4.064 | 3.872 |
Price to Sales | 2.794 | 2.518 |
Price to Cash Flow | 14.431 | 13.613 |
Dividend Yield | 1.476 | 1.706 |
5 Years Earnings Growth | 11.833 | 11.028 |
Name | Net % | Category Average |
---|---|---|
Technology | 30.810 | 27.559 |
Financial Services | 12.490 | 12.726 |
Healthcare | 12.320 | 13.952 |
Consumer Cyclical | 11.800 | 10.557 |
Communication Services | 8.420 | 7.262 |
Industrials | 8.230 | 9.866 |
Consumer Defensive | 5.220 | 7.377 |
Energy | 4.180 | 3.876 |
Utilities | 2.390 | 3.268 |
Basic Materials | 2.190 | 1.858 |
Real Estate | 1.940 | 1.694 |
Number of long holdings: 174
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.39 | 442.57 | +0.22% | |
Apple | US0378331005 | 5.83 | 212.49 | -0.82% | |
NVIDIA | US67066G1040 | 5.38 | 131.88 | +1.75% | |
Amazon.com | US0231351067 | 4.20 | 183.66 | -0.09% | |
Meta Platforms | US30303M1027 | 2.48 | 504.16 | +0.11% | |
Alphabet A | US02079K3059 | 2.24 | 176.79 | +0.93% | |
Exxon Mobil | US30231G1022 | 1.72 | 109.11 | -0.85% | |
Alphabet C | US02079K1079 | 1.68 | 178.37 | +0.92% | |
Mastercard | US57636Q1040 | 1.56 | 444.63 | -0.08% | |
Spxw Put Usd 06/28/2024 | - | 1.47 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Select | 15.39B | 7.00 | 6.32 | 7.94 | ||
JPMorgan Hedged Equity A | 1.4B | 6.89 | 6.06 | 7.67 | ||
JPMorgan SmartRetirement Blend Inc6 | 635.13M | 3.23 | 0.74 | 4.14 | ||
JPMorgan Hedged Equity Fund Class C | 504.39M | 6.66 | 5.51 | 7.13 | ||
JPMorgan SmartRetirement Income R6 | 369.7M | 3.59 | 0.78 | - |
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