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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.75 | 1.75 | 0.00 |
Stocks | 98.24 | 98.97 | 0.73 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.02 | 20.11 |
Price to Book | 4.43 | 3.97 |
Price to Sales | 3.33 | 2.68 |
Price to Cash Flow | 15.38 | 14.05 |
Dividend Yield | 1.40 | 1.67 |
5 Years Earnings Growth | 12.91 | 11.42 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.47 | 30.00 |
Financial Services | 12.74 | 11.98 |
Consumer Cyclical | 11.70 | 11.05 |
Healthcare | 11.22 | 13.54 |
Communication Services | 8.33 | 7.65 |
Industrials | 7.87 | 8.40 |
Consumer Defensive | 4.48 | 7.43 |
Energy | 3.42 | 3.19 |
Utilities | 2.60 | 3.18 |
Real Estate | 2.19 | 1.53 |
Basic Materials | 1.98 | 2.04 |
Number of long holdings: 165
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 7.14 | 140.22 | +0.39% | |
Microsoft | US5949181045 | 6.83 | 439.33 | +0.94% | |
Apple | US0378331005 | 6.80 | 258.20 | +1.15% | |
Amazon.com | US0231351067 | 3.98 | 229.05 | +1.77% | |
Meta Platforms | US30303M1027 | 2.80 | 607.75 | +1.32% | |
Alphabet A | US02079K3059 | 2.04 | 196.11 | +0.76% | |
Mastercard | US57636Q1040 | 1.66 | 535.71 | +1.28% | |
Alphabet C | US02079K1079 | 1.56 | 197.57 | +0.81% | |
UnitedHealth | US91324P1021 | 1.54 | 506.10 | -0.05% | |
Berkshire Hathaway B | US0846707026 | 1.49 | 458.66 | +0.95% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan Hedged Equity Fund Class 6 | 2.23B | 20.65 | 9.53 | 8.98 | ||
JPMorgan Hedged Equity A | 1.5B | 20.07 | 8.99 | 8.44 | ||
JPMorgan SmartRetirement Blend Inc6 | 712.57M | 10.62 | 2.83 | 4.66 | ||
JPMorgan Hedged Equity Fund Class C | 584.75M | 19.55 | 8.44 | 7.90 | ||
JPMorgan SmartRetirement Income R6 | 375.3M | 10.55 | 2.85 | 4.62 |
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